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Aviance Capital Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Aviance Capital Partners’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 		$265K Hold
2,972
– – 0.03% 327
2025
Q4 		$262K Hold
2,972
– – 0.03% 322
2025
Q3 		$259K Buy
+2,972
New +$252K 0.03% 316

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

Aviance Capital Partners's DLN Position: Q1 2026 in Review

Aviance Capital Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 2,972 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #327.

Aviance Capital Partners first reported a position in DLN in Q3 2025 and has held it in 3 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Aviance Capital Partners held 2,972 shares of WisdomTree US LargeCap Dividend Fund worth $265K as of Q1 2026.
  • Aviance Capital Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of Aviance Capital Partners's portfolio in Q1 2026, its #327 holding.
  • Aviance Capital Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.