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Aspiriant LLC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Aspiriant LLC’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 		$12.2M Buy
126,165
+32,450
+35% +$3.07M 0.3% 45
2026
Q1 		$8.37M Buy
93,715
+4,826
+5% +$439K 0.24% 48
2025
Q4 		$7.83M Sell
88,889
-1,268
-1% -$111K 0.22% 54
2025
Q3 		$7.85M Buy
90,157
+24,933
+38% +$2.11M 0.24% 49
2025
Q2 		$5.36M Buy
65,224
+25,000
+62% +$1.95M 0.17% 59
2025
Q1 		$3.19M Sell
40,224
-1,142
-3% -$91.1K 0.11% 74
2024
Q4 		$3.22M Sell
41,366
-973
-2% -$77.6K 0.12% 75
2024
Q3 		$3.33M Hold
42,339
– – 0.13% 71
2024
Q2 		$3.08M Sell
42,339
-2,414
-5% -$172K 0.13% 74
2024
Q1 		$3.23M Sell
44,753
-279
-0.6% -$19.2K 0.13% 71
2023
Q4 		$2.99M Sell
45,032
-4,398
-9% -$276K 0.13% 71
2023
Q3 		$3.04M Buy
49,430
+1,178
+2% +$75.2K 0.16% 68
2023
Q2 		$3.07M Sell
48,252
-2,608
-5% -$162K 0.16% 68
2023
Q1 		$3.15M Sell
50,860
-3,117
-6% -$193K 0.16% 65
2022
Q4 		$3.34M Buy
53,977
+47,996
+802% +$2.93M 0.17% 64
2022
Q3 		$330K Sell
5,981
-1,042
-15% -$63.2K 0.02% 203
2022
Q2 		$415K Buy
+7,023
New +$442K 0.02% 177

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

Aspiriant LLC's DLN Position: Q2 2026 in Review

Aspiriant LLC increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 35% in Q2 2026, buying an estimated $3.07M and bringing the position to 126,165 shares worth $12.2M. The position accounts for 0.3% of the portfolio, ranked #45.

Aspiriant LLC first reported a position in DLN in Q2 2022 and has held it in 17 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Aspiriant LLC held 126,165 shares of WisdomTree US LargeCap Dividend Fund worth $12.2M as of Q2 2026.
  • Aspiriant LLC bought 32,450 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $3.07M.
  • WisdomTree US LargeCap Dividend Fund made up 0.3% of Aspiriant LLC's portfolio in Q2 2026, its #45 holding.
  • Aspiriant LLC first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 17 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.