Cherry Tree Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cherry Tree 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	$289K	Sell	3,233 -161	-5%	-$14.6K	0.06%	133
2025 Q4	$299K	Hold	3,394	–	–	0.06%	134
2025 Q3	$295K	Hold	3,394	–	–	0.06%	130
2025 Q2	$279K	Hold	3,394	–	–	0.06%	138
2025 Q1	$269K	Hold	3,394	–	–	0.07%	136
2024 Q4	$264K	Hold	3,394	–	–	0.07%	144
2024 Q3	$267K	Hold	3,394	–	–	0.06%	146
2024 Q2	$247K	Hold	3,394	–	–	0.06%	148
2024 Q1	$245K	Hold	3,394	–	–	0.06%	149
2023 Q4	$225K	Hold	3,394	–	–	0.06%	145
2023 Q3	$209K	Sell	3,394 -362	-10%	-$23.1K	0.06%	138
2023 Q2	$239K	Buy	+3,756	New	+$233K	0.07%	130

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

Cherry Tree Wealth Management's DLN Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4.7% in Q1 2026, selling an estimated $14.6K and leaving 3,233 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #133.

Cherry Tree Wealth Management first reported a position in DLN in Q2 2023 and has held it in 12 quarters since. The position peaked at $299K in Q4 2025. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Cherry Tree Wealth Management held 3,233 shares of WisdomTree US LargeCap Dividend Fund worth $289K as of Q1 2026.
Cherry Tree Wealth Management sold 161 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $14.6K.
WisdomTree US LargeCap Dividend Fund made up 0.06% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #133 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $299K in Q4 2025.
468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.