1900 Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

1900 Wealth Management’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.08M	Buy	62,554 +13	+0%	+$1.29K	0.33%	45
2026 Q2	$6.02M	Buy	62,541 +13	+0%	+$1.23K	0.34%	45
2026 Q1	$5.59M	Buy	62,528 +12	+0%	+$1.09K	0.36%	41
2025 Q4	$5.51M	Buy	62,516 +15	+0%	+$1.31K	0.35%	42
2025 Q3	$5.44M	Buy	62,501 +14	+0%	+$1.19K	0.37%	42
2025 Q2	$5.13M	Buy	62,487 +14	+0%	+$1.09K	0.39%	42
2025 Q1	$4.96M	Buy	62,473 +3,867	+7%	+$309K	0.41%	41
2024 Q4	$4.56M	Buy	58,606 +11	+0%	+$877	0.38%	46
2024 Q3	$4.6M	Sell	58,595 -617	-1%	-$46.6K	0.39%	46
2024 Q2	$4.31M	Sell	59,212 -14,534	-20%	-$1.03M	0.4%	48
2024 Q1	$5.32M	Sell	73,746 -1,315	-2%	-$90.3K	0.49%	41
2023 Q4	$4.98M	Sell	75,061 -17,153	-19%	-$1.08M	0.46%	49
2023 Q3	$5.67M	Sell	92,214 -3,874	-4%	-$247K	0.57%	46
2023 Q2	$6.11M	Sell	96,088 -18,527	-16%	-$1.15M	0.63%	45
2023 Q1	$7.1M	Sell	114,615 -6,931	-6%	-$430K	0.76%	34
2022 Q4	$7.53M	Sell	121,546 -5,453	-4%	-$333K	0.82%	31
2022 Q3	$7.02M	Sell	126,999 -3,856	-3%	-$234K	0.82%	30
2022 Q2	$7.73M	Sell	130,855 -10,115	-7%	-$636K	0.84%	28
2022 Q1	$9.27M	Sell	140,970 -195	-0.1%	-$12.6K	0.88%	29
2021 Q4	$9.32M	Sell	141,165 -3,879	-3%	-$245K	0.84%	30
2021 Q3	$8.65M	Sell	145,044 -25,878	-15%	-$1.59M	0.84%	27
2021 Q2	$10.3M	Buy	170,922 +4,178	+3%	+$249K	0.98%	22
2021 Q1	$9.56M	Sell	166,744 -13,452	-7%	-$740K	0.72%	25
2020 Q4	$9.69M	Buy	+180,196	New	+$9.22M	1.13%	23

Other funds holding DLN

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

1900 Wealth Management's DLN Position: Q3 2026 in Review

1900 Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.02% in Q3 2026, buying an estimated $1.29K and bringing the position to 62,554 shares worth $6.08M. The position accounts for 0.33% of the portfolio, ranked #45.

1900 Wealth Management first reported a position in DLN in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.3M in Q2 2021. 45 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

1900 Wealth Management held 62,554 shares of WisdomTree US LargeCap Dividend Fund worth $6.08M as of Q3 2026.
1900 Wealth Management bought 13 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $1.29K.
WisdomTree US LargeCap Dividend Fund made up 0.33% of 1900 Wealth Management's portfolio in Q3 2026, its #45 holding.
1900 Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and has held it in 24 quarters since.
1900 Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $10.3M in Q2 2021.
45 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.