CAWM
DLN icon

Capital Advisors Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Capital Advisors 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
Q3 		$826K Sell
8,493
-34
-0.4% -$3.38K 0.09% 115
2026
Q2 		$821K Buy
8,527
+18
+0.2% +$1.7K 0.1% 117
2026
Q1 		$760K Sell
8,509
-84
-1% -$7.64K 0.1% 113
2025
Q4 		$757K Buy
8,593
+23
+0.3% +$2.01K 0.1% 104
2025
Q3 		$746K Sell
8,570
-66
-0.8% -$5.58K 0.11% 100
2025
Q2 		$709K Buy
8,636
+26
+0.3% +$2.03K 0.11% 96
2025
Q1 		$683K Buy
8,610
+20
+0.2% +$1.6K 0.12% 84
2024
Q4 		$668K Buy
8,590
+27
+0.3% +$2.15K 0.12% 83
2024
Q3 		$673K Buy
8,563
+27
+0.3% +$2.04K 0.12% 80
2024
Q2 		$621K Buy
8,536
+29
+0.3% +$2.06K 0.12% 76
2024
Q1 		$614K Buy
8,507
+23
+0.3% +$1.58K 0.13% 76
2023
Q4 		$563K Sell
8,484
-812
-9% -$51K 0.13% 76
2023
Q3 		$572K Buy
9,296
+736
+9% +$47K 0.15% 75
2023
Q2 		$544K Buy
8,560
+36
+0.4% +$2.23K 0.14% 77
2023
Q1 		$527K Buy
8,524
+34
+0.4% +$2.11K 0.15% 76
2022
Q4 		$526K Buy
8,490
+411
+5% +$25.1K 0.16% 67
2022
Q3 		$446K Buy
8,079
+87
+1% +$5.28K 0.15% 72
2022
Q2 		$472K Buy
7,992
+86
+1% +$5.41K 0.15% 71
2022
Q1 		$520K Buy
7,906
+204
+3% +$13.2K 0.16% 68
2021
Q4 		$509K Sell
7,702
-226
-3% -$14.3K 0.15% 66
2021
Q3 		$473K Buy
7,928
+146
+2% +$8.99K 0.17% 67
2021
Q2 		$468K Buy
7,782
+2,024
+35% +$121K 0.17% 63
2021
Q1 		$330K Buy
+5,758
New +$317K 0.14% 67

Other funds holding DLN

LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Capital Advisors Wealth Management's DLN Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.4% in Q3 2026, selling an estimated $3.38K and leaving 8,493 shares worth $826K. The position accounts for 0.09% of the portfolio, ranked #115.

Capital Advisors Wealth Management first reported a position in DLN in Q1 2021 and has held it in 23 quarters since. 30 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Capital Advisors Wealth Management held 8,493 shares of WisdomTree US LargeCap Dividend Fund worth $826K as of Q3 2026.
  • Capital Advisors Wealth Management sold 34 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $3.38K.
  • WisdomTree US LargeCap Dividend Fund made up 0.09% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Capital Advisors Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and has held it in 23 quarters since.
  • 30 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.