Bridgewater Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bridgewater Advisors’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	$200K	Buy	+2,112	New	+$192K	0.01%	456
2025 Q3	–	Sell	-2,911	Closed	-$245K	–	441
2025 Q2	$245K	Sell	2,911 -241	-8%	-$18.8K	0.02%	382
2025 Q1	$242K	Buy	+3,152	New	+$252K	0.02%	357
2022 Q3	–	Sell	-3,878	Closed	-$229K	–	158
2022 Q2	$229K	Hold	3,878	–	–	0.05%	206
2022 Q1	$255K	Hold	3,878	–	–	0.06%	207
2021 Q4	$256K	Hold	3,878	–	–	0.06%	217
2021 Q3	$231K	Buy	+3,878	New	+$239K	0.06%	222

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Bridgewater Advisors's DLN Position: Q1 2026 in Review

Bridgewater Advisors opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026: 2,112 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Bridgewater Advisors previously reported a position in DLN as recently as Q2 2025.

Bridgewater Advisors first reported a position in DLN in Q3 2021 and has held it in 7 quarters since. The position peaked at $256K in Q4 2021. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Bridgewater Advisors held 2,112 shares of WisdomTree US LargeCap Dividend Fund worth $200K as of Q1 2026.
WisdomTree US LargeCap Dividend Fund was a new Bridgewater Advisors position in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Bridgewater Advisors's portfolio in Q1 2026, its #456 holding.
Bridgewater Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and has held it in 7 quarters since.
Bridgewater Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $256K in Q4 2021.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.