Aspiriant LLC
DLN icon

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
Q3 		$10.6M Sell
108,829
-17,336
-14% -$1.72M 0.26% 46
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

Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Lee-Kelleher Wealth Management
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
FIDELIS iM
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Aspiriant LLC's DLN Position: Q3 2026 in Review

Aspiriant LLC reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 14% in Q3 2026, selling an estimated $1.72M and leaving 108,829 shares worth $10.6M. The position accounts for 0.26% of the portfolio, ranked #46.

Aspiriant LLC first reported a position in DLN in Q2 2022 and has held it in 18 quarters since. The position peaked at $12.2M in Q2 2026. 151 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Aspiriant LLC held 108,829 shares of WisdomTree US LargeCap Dividend Fund worth $10.6M as of Q3 2026.
  • Aspiriant LLC sold 17,336 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $1.72M.
  • WisdomTree US LargeCap Dividend Fund made up 0.26% of Aspiriant LLC's portfolio in Q3 2026, its #46 holding.
  • Aspiriant LLC first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 18 quarters since.
  • Aspiriant LLC's WisdomTree US LargeCap Dividend Fund position peaked at $12.2M in Q2 2026.
  • 151 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.