Bartlett & Co Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bartlett & Co Wealth Management’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	–	Sell	-900	Closed	-$79.3K	–	1300
2025 Q4	$79.3K	Hold	900	–	–	﹤0.01%	589
2025 Q3	$78.3K	Hold	900	–	–	﹤0.01%	595
2025 Q2	$73.9K	Hold	900	–	–	﹤0.01%	600
2025 Q1	$71.4K	Hold	900	–	–	﹤0.01%	597
2024 Q4	$70K	Hold	900	–	–	﹤0.01%	590
2024 Q3	$70.7K	Hold	900	–	–	﹤0.01%	599
2024 Q2	$65.5K	Hold	900	–	–	﹤0.01%	609
2024 Q1	$65K	Sell	900 -333	-27%	-$22.9K	﹤0.01%	620
2023 Q4	$82K	Sell	1,233 -666	-35%	-$41.8K	﹤0.01%	605
2023 Q3	$117K	Hold	1,899	–	–	﹤0.01%	517
2023 Q2	$121K	Hold	1,899	–	–	﹤0.01%	517
2023 Q1	$117K	Sell	1,899 -1	-0.1%	-$62	﹤0.01%	446
2022 Q4	$118K	Hold	1,900	–	–	﹤0.01%	447
2022 Q3	$105K	Hold	1,900	–	–	﹤0.01%	449
2022 Q2	$112K	Hold	1,900	–	–	﹤0.01%	445
2022 Q1	$125K	Buy	+1,900	New	+$123K	﹤0.01%	448
2021 Q4	–	Sell	-2,200	Closed	-$131K	–	514
2021 Q3	$131K	Hold	2,200	–	–	﹤0.01%	379
2021 Q2	$132K	Hold	2,200	–	–	﹤0.01%	374
2021 Q1	$126K	Hold	2,200	–	–	﹤0.01%	383
2020 Q4	$118K	Hold	2,200	–	–	﹤0.01%	387
2020 Q3	$107K	Sell	2,200 -574	-21%	-$27.9K	﹤0.01%	376
2020 Q2	$129K	Sell	2,774 -454	-14%	-$20.4K	﹤0.01%	359
2020 Q1	$131K	Sell	3,228 -2,250	-41%	-$110K	﹤0.01%	335
2019 Q4	$290K	Sell	5,478 -660	-11%	-$33.6K	0.01%	292
2019 Q3	$304K	Sell	6,138 -932	-13%	-$45.4K	0.01%	291
2019 Q2	$343K	Hold	7,070	–	–	0.01%	222
2019 Q1	$333K	Sell	7,070 -6,600	-48%	-$300K	0.01%	223
2018 Q4	$577K	Hold	13,670	–	–	0.02%	189
2018 Q3	$652K	Hold	13,670	–	–	0.02%	188
2018 Q2	$613K	Sell	13,670 -1,100	-7%	-$49.4K	0.02%	187
2018 Q1	$653K	Buy	+14,770	New	+$681K	0.03%	182

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bartlett & Co Wealth Management's DLN Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026, closing a stake of 900 shares — an estimated $79.3K sold.

Bartlett & Co Wealth Management first reported a position in DLN in Q1 2018 and held it in 31 quarters. The position peaked at $653K in Q1 2018. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 900 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $79.3K.
Bartlett & Co Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2018 and held it in 31 quarters.
Bartlett & Co Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $653K in Q1 2018.
468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.