Arrowroot Family Office’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Arrowroot Family Office’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	$269K	Sell	3,013 -6	-0.2%	-$545	0.09%	136
2025 Q4	$266K	Sell	3,019 -7	-0.2%	-$611	0.1%	125
2025 Q3	$263K	Buy	3,026 +13	+0.4%	+$1.1K	0.11%	127
2025 Q2	$247K	Buy	+3,013	New	+$235K	0.11%	126
2024 Q4	$257K	Sell	3,306 -338	-9%	-$27K	0.13%	112
2024 Q3	$286K	Sell	3,644 -1,701	-32%	-$128K	0.17%	103
2024 Q2	$389K	Sell	5,345 -7,469	-58%	-$531K	0.25%	84
2024 Q1	$925K	Sell	12,814 -2,050	-14%	-$141K	0.59%	48
2023 Q4	$987K	Sell	14,864 -616	-4%	-$38.7K	0.7%	40
2023 Q3	$952K	Buy	15,480 +767	+5%	+$48.9K	0.75%	40
2023 Q2	$936K	Sell	14,713 -55	-0.4%	-$3.41K	0.71%	45
2023 Q1	$914K	Buy	+14,768	New	+$917K	0.78%	40

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Arrowroot Family Office's DLN Position: Q1 2026 in Review

Arrowroot Family Office reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.2% in Q1 2026, selling an estimated $545 and leaving 3,013 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #136.

Arrowroot Family Office first reported a position in DLN in Q1 2023 and has held it in 12 quarters since. The position peaked at $987K in Q4 2023. 466 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Arrowroot Family Office held 3,013 shares of WisdomTree US LargeCap Dividend Fund worth $269K as of Q1 2026.
Arrowroot Family Office sold 6 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $545.
WisdomTree US LargeCap Dividend Fund made up 0.09% of Arrowroot Family Office's portfolio in Q1 2026, its #136 holding.
Arrowroot Family Office first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's WisdomTree US LargeCap Dividend Fund position peaked at $987K in Q4 2023.
466 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.