Berkshire Money Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Berkshire Money 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	-3,500	Closed	-$308K	–	71
2025 Q4	$308K	Buy	+3,500	New	+$306K	0.03%	96
2025 Q3	–	Sell	-6,000	Closed	-$493K	–	67
2025 Q2	$493K	Hold	6,000	–	–	0.05%	62
2025 Q1	$476K	Hold	6,000	–	–	0.05%	55
2024 Q4	$467K	Buy	+6,000	New	+$478K	0.05%	54
2024 Q2	–	Sell	-6,000	Closed	-$433K	–	47
2024 Q1	$433K	Buy	+6,000	New	+$412K	0.05%	53

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 $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Berkshire Money Management's DLN Position: Q1 2026 in Review

Berkshire Money Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026, closing a stake of 3,500 shares — an estimated $308K sold.

Berkshire Money Management first reported a position in DLN in Q1 2024 and held it in 5 quarters. The position peaked at $493K in Q2 2025. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Berkshire Money Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 3,500 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $308K.
Berkshire Money Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and held it in 5 quarters.
Berkshire Money Management's WisdomTree US LargeCap Dividend Fund position peaked at $493K in Q2 2025.
468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.