Bank of Montreal’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $161K | Buy |
1,805
+2
| +0.1% | +$182 | ﹤0.01% | 3002 |
|
|
2025
Q4 | $159K | Buy |
1,803
+1
| +0.1% | +$87 | ﹤0.01% | 2914 |
|
|
2025
Q3 | $157K | Buy |
1,802
+2
| +0.1% | +$169 | ﹤0.01% | 2849 |
|
|
2025
Q2 | $148K | Sell |
1,800
-101
| -5% | -$7.89K | ﹤0.01% | 2891 |
|
|
2025
Q1 | $151K | Buy |
1,901
+1
| +0.1% | +$80 | ﹤0.01% | 2813 |
|
|
2024
Q4 | $148K | Sell |
1,900
-25
| -1% | -$1.99K | ﹤0.01% | 2853 |
|
|
2024
Q3 | $151K | Buy |
1,925
+2
| +0.1% | +$151 | ﹤0.01% | 3128 |
|
|
2024
Q2 | $141K | Sell |
1,923
-560
| -23% | -$39.8K | ﹤0.01% | 3133 |
|
|
2024
Q1 | $179K | Sell |
2,483
-774
| -24% | -$53.1K | ﹤0.01% | 3102 |
|
|
2023
Q4 | $217K | Sell |
3,257
-426
| -12% | -$26.8K | ﹤0.01% | 3087 |
|
|
2023
Q3 | $237K | Sell |
3,683
-449
| -11% | -$28.7K | ﹤0.01% | 2963 |
|
|
2023
Q2 | $263K | Buy |
4,132
+2
| +0% | +$124 | ﹤0.01% | 3049 |
|
|
2023
Q1 | $256K | Sell |
4,130
-117
| -3% | -$7.26K | ﹤0.01% | 2871 |
|
|
2022
Q4 | $267K | Buy |
4,247
+2,297
| +118% | +$140K | ﹤0.01% | 2982 |
|
|
2022
Q3 | $116 | Buy |
1,950
+310
| +19% | +$18.8K | ﹤0.01% | 3414 |
|
|
2022
Q2 | $98 | Hold |
1,640
| – | – | ﹤0.01% | 3465 |
|
|
2022
Q1 | $109K | Sell |
1,640
-264
| -14% | -$17.1K | ﹤0.01% | 3629 |
|
|
2021
Q4 | $245K | Sell |
1,904
-3,336
| -64% | -$211K | ﹤0.01% | 2861 |
|
|
2021
Q3 | $325K | Sell |
5,240
-356
| -6% | -$21.9K | ﹤0.01% | 3090 |
|
|
2021
Q2 | $338K | Buy |
5,596
+5,496
| +5,496% | +$328K | ﹤0.01% | 3016 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 4562 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 4753 |
|
|
2020
Q3 | $5K | Sell |
100
-390
| -80% | -$18.9K | ﹤0.01% | 4408 |
|
|
2020
Q2 | $23K | Hold |
490
| – | – | ﹤0.01% | 3789 |
|
|
2020
Q1 | $20K | Hold |
490
| – | – | ﹤0.01% | 3242 |
|
|
2019
Q4 | $26K | Hold |
490
| – | – | ﹤0.01% | 4159 |
|
|
2019
Q3 | $24K | Buy |
490
+390
| +390% | +$19K | ﹤0.01% | 3989 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 4673 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 4025 |
|
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 4151 |
|
|
2018
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 4107 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 4165 |
|
|
2018
Q1 | $4K | Buy |
+100
| New | +$4.61K | ﹤0.01% | 3950 |
|
|
2016
Q3 | – | Sell |
-90
| Closed | -$3K | – | 4053 |
|
|
2016
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 3837 |
|
|
2016
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 3906 |
|
|
2015
Q4 | $3K | Sell |
90
-122
| -58% | -$4.37K | ﹤0.01% | 3899 |
|
|
2015
Q3 | $7K | Buy |
+212
| New | +$7.49K | ﹤0.01% | 3566 |
|
|
2015
Q2 | – | Sell |
-13,132
| Closed | -$481K | – | 3954 |
|
|
2015
Q1 | $481K | Buy |
13,132
+12,004
| +1,064% | +$443K | ﹤0.01% | 1954 |
|
|
2014
Q4 | $42K | Sell |
1,128
-100
| -8% | -$3.63K | ﹤0.01% | 3107 |
|
|
2014
Q3 | $44K | Buy |
+1,228
| New | +$43.7K | ﹤0.01% | 3182 |
|
|
2014
Q2 | – | Sell |
-638
| Closed | -$22K | – | 4710 |
|
|
2014
Q1 | $22K | Sell |
638
-2,528
| -80% | -$83K | ﹤0.01% | 3448 |
|
|
2013
Q4 | $105K | Sell |
3,166
-460
| -13% | -$14.8K | ﹤0.01% | 2515 |
|
|
2013
Q3 | $112K | Buy |
3,626
+1,066
| +42% | +$32.9K | ﹤0.01% | 2460 |
|
|
2013
Q2 | $76K | Buy |
+2,560
| New | +$77.3K | ﹤0.01% | 2530 |
|
Other funds holding DLN
GVAG
TC
Bank of Montreal's DLN Position: Q1 2026 in Review
Bank of Montreal increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.11% in Q1 2026, buying an estimated $182 and bringing the position to 1,805 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.
Bank of Montreal first reported a position in DLN in Q2 2013 and has held it in 44 quarters since. The position peaked at $481K in Q1 2015. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.
- Bank of Montreal held 1,805 shares of WisdomTree US LargeCap Dividend Fund worth $161K as of Q1 2026.
- Bank of Montreal bought 2 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $182.
- WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3002 holding.
- Bank of Montreal first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 44 quarters since.
- Bank of Montreal's WisdomTree US LargeCap Dividend Fund position peaked at $481K in Q1 2015.
- 468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.