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American Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

American Trust’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
Q1 		– Sell
-1,114
Closed -$535K – 320
2025
Q4 		$535K Buy
+1,114
New +$97.3K 0.05% 166
2022
Q3 		– Sell
-8,474
Closed -$501K – 431
2022
Q2 		$501K Buy
+8,474
New +$533K 0.04% 214

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

American Trust's DLN Position: Q1 2026 in Review

American Trust sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026, closing a stake of 1,114 shares — an estimated $535K sold.

American Trust first reported a position in DLN in Q2 2022 and held it in 2 quarters. The position peaked at $535K in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • American Trust reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • American Trust sold 1,114 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $535K.
  • American Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and held it in 2 quarters.
  • American Trust's WisdomTree US LargeCap Dividend Fund position peaked at $535K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.