1WM
DLN icon

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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

1900 Wealth Management's DLN Position: Q2 2026 in Review

1900 Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.02% in Q2 2026, buying an estimated $1.23K and bringing the position to 62,541 shares worth $6.02M. The position accounts for 0.34% of the portfolio, ranked #45.

1900 Wealth Management first reported a position in DLN in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.3M in Q2 2021. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • 1900 Wealth Management held 62,541 shares of WisdomTree US LargeCap Dividend Fund worth $6.02M as of Q2 2026.
  • 1900 Wealth Management bought 13 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.23K.
  • WisdomTree US LargeCap Dividend Fund made up 0.34% of 1900 Wealth Management's portfolio in Q2 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 23 quarters since.
  • 1900 Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $10.3M in Q2 2021.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.