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Astoria Portfolio Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Astoria Portfolio Advisors’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 		$224K Hold
2,408
– – 0.05% 270
2025
Q4 		$224K Hold
2,408
– – 0.05% 260
2025
Q3 		$209K Hold
2,408
– – 0.06% 253
2025
Q2 		$203K Buy
+2,408
New +$188K 0.06% 251

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

Astoria Portfolio Advisors's DLN Position: Q1 2026 in Review

Astoria Portfolio Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 2,408 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #270.

Astoria Portfolio Advisors first reported a position in DLN in Q2 2025 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Astoria Portfolio Advisors held 2,408 shares of WisdomTree US LargeCap Dividend Fund worth $224K as of Q1 2026.
  • Astoria Portfolio Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.05% of Astoria Portfolio Advisors's portfolio in Q1 2026, its #270 holding.
  • Astoria Portfolio Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 4 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.