Caliber Wealth Management (Kansas)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Caliber Wealth Management (Kansas)’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	$1.48M	Sell	16,563 -20,405	-55%	-$1.85M	0.16%	113
2025 Q4	$3.26M	Sell	36,968 -46,100	-55%	-$4.03M	0.35%	58
2025 Q3	$7.23M	Sell	83,068 -43,672	-34%	-$3.7M	0.81%	26
2025 Q2	$10.4M	Sell	126,740 -7,557	-6%	-$590K	1.12%	21
2025 Q1	$10.7M	Buy	+134,297	New	+$10.7M	1.45%	14

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

Caliber Wealth Management (Kansas)'s DLN Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 55% in Q1 2026, selling an estimated $1.85M and leaving 16,563 shares worth $1.48M. The position accounts for 0.16% of the portfolio, ranked #113.

Caliber Wealth Management (Kansas) first reported a position in DLN in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.7M in Q1 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Caliber Wealth Management (Kansas) held 16,563 shares of WisdomTree US LargeCap Dividend Fund worth $1.48M as of Q1 2026.
Caliber Wealth Management (Kansas) sold 20,405 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $1.85M.
WisdomTree US LargeCap Dividend Fund made up 0.16% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #113 holding.
Caliber Wealth Management (Kansas) first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 5 quarters since.
Caliber Wealth Management (Kansas)'s WisdomTree US LargeCap Dividend Fund position peaked at $10.7M in Q1 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.