Baird Financial Group
DLN icon

Baird Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Baird Financial Group’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 		$24.7M Sell
276,256
-73,550
-21% -$6.69M 0.04% 316
2025
Q4 		$30.8M Buy
349,806
+19,409
+6% +$1.7M 0.05% 262
2025
Q3 		$28.8M Buy
330,397
+4,035
+1% +$341K 0.05% 295
2025
Q2 		$26.8M Buy
326,362
+6,911
+2% +$540K 0.05% 301
2025
Q1 		$25.4M Sell
319,451
-8,891
-3% -$709K 0.05% 299
2024
Q4 		$25.5M Sell
328,342
-18,944
-5% -$1.51M 0.05% 290
2024
Q3 		$27.3M Buy
347,286
+2,619
+0.8% +$198K 0.05% 287
2024
Q2 		$25.1M Buy
344,667
+10,668
+3% +$759K 0.05% 280
2024
Q1 		$24.1M Buy
333,999
+9,976
+3% +$685K 0.05% 288
2023
Q4 		$21.5M Buy
324,023
+9,926
+3% +$624K 0.05% 303
2023
Q3 		$19.3M Sell
314,097
-5,168
-2% -$330K 0.05% 293
2023
Q2 		$20.3M Buy
319,265
+844
+0.3% +$52.4K 0.05% 296
2023
Q1 		$19.7M Buy
318,421
+8,597
+3% +$534K 0.05% 307
2022
Q4 		$19.2M Sell
309,824
-1,118
-0.4% -$68.2K 0.05% 307
2022
Q3 		$17.2M Buy
310,942
+49,459
+19% +$3M 0.05% 311
2022
Q2 		$15.5M Buy
261,483
+2,830
+1% +$178K 0.04% 352
2022
Q1 		$17M Sell
258,653
-3,806
-1% -$246K 0.04% 342
2021
Q4 		$17.3M Buy
262,459
+11,291
+4% +$714K 0.04% 345
2021
Q3 		$15M Buy
251,168
+49,382
+24% +$3.04M 0.04% 351
2021
Q2 		$12.1M Buy
201,786
+3,310
+2% +$197K 0.03% 382
2021
Q1 		$11.4M Buy
198,476
+26,316
+15% +$1.45M 0.03% 379
2020
Q4 		$9.25M Buy
172,160
+14,802
+9% +$758K 0.03% 404
2020
Q3 		$7.63M Buy
157,358
+10,664
+7% +$518K 0.03% 407
2020
Q2 		$6.81M Buy
146,694
+24,064
+20% +$1.08M 0.03% 413
2020
Q1 		$4.96M Sell
122,630
-16,028
-12% -$785K 0.02% 446
2019
Q4 		$7.34M Buy
138,658
+34,098
+33% +$1.74M 0.03% 452
2019
Q3 		$5.18M Buy
104,560
+9,582
+10% +$467K 0.02% 494
2019
Q2 		$4.6M Buy
94,978
+15,192
+19% +$725K 0.02% 532
2019
Q1 		$3.76M Buy
79,786
+8,670
+12% +$394K 0.02% 510
2018
Q4 		$3M Buy
71,116
+26,388
+59% +$1.19M 0.02% 525
2018
Q3 		$2.14M Buy
44,728
+896
+2% +$42K 0.01% 644
2018
Q2 		$1.97M Buy
43,832
+1,442
+3% +$64.7K 0.01% 657
2018
Q1 		$1.88M Sell
42,390
-2,740
-6% -$126K 0.01% 653
2017
Q4 		$2.08M Buy
45,130
+548
+1% +$24.6K 0.01% 624
2017
Q3 		$1.94M Sell
44,582
-932
-2% -$39.7K 0.01% 625
2017
Q2 		$1.91M Sell
45,514
-990
-2% -$41.4K 0.02% 619
2017
Q1 		$1.93M Sell
46,504
-1,850
-4% -$75.8K 0.02% 604
2016
Q4 		$1.93M Buy
48,354
+492
+1% +$19.1K 0.02% 583
2016
Q3 		$1.84M Buy
47,862
+332
+0.7% +$12.8K 0.02% 582
2016
Q2 		$1.8M Sell
47,530
-6,586
-12% -$244K 0.02% 577
2016
Q1 		$1.99M Buy
54,116
+14,924
+38% +$518K 0.02% 533
2015
Q4 		$1.39M Sell
39,192
-680
-2% -$24.3K 0.01% 612
2015
Q3 		$1.34M Sell
39,872
-25,100
-39% -$887K 0.01% 622
2015
Q2 		$2.35M Buy
+64,972
New +$2.42M 0.02% 511

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

Baird Financial Group's DLN Position: Q1 2026 in Review

Baird Financial Group reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 21% in Q1 2026, selling an estimated $6.69M and leaving 276,256 shares worth $24.7M. The position accounts for 0.04% of the portfolio, ranked #316.

Baird Financial Group first reported a position in DLN in Q2 2015 and has held it in 44 quarters since. The position peaked at $30.8M in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Baird Financial Group held 276,256 shares of WisdomTree US LargeCap Dividend Fund worth $24.7M as of Q1 2026.
  • Baird Financial Group sold 73,550 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $6.69M.
  • WisdomTree US LargeCap Dividend Fund made up 0.04% of Baird Financial Group's portfolio in Q1 2026, its #316 holding.
  • Baird Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's WisdomTree US LargeCap Dividend Fund position peaked at $30.8M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.