Atlantic Private Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Atlantic Private Wealth’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	$5.64K	Buy	+58	New	+$5.76K	﹤0.01%	201

Other funds holding DLN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Atlantic Private Wealth's DLN Position: Q3 2026 in Review

Atlantic Private Wealth opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2026: 58 shares worth $5.64K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings.

314 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Atlantic Private Wealth held 58 shares of WisdomTree US LargeCap Dividend Fund worth $5.64K as of Q3 2026.
WisdomTree US LargeCap Dividend Fund was a new Atlantic Private Wealth position in Q3 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q3 2026, its #201 holding.
314 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.