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

Clearstead 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 		$87.2M Sell
976,282
-76,126
-7% -$6.92M 0.8% 26
2025
Q4 		$92.7M Sell
1,052,408
-1,986
-0.2% -$173K 1.17% 16
2025
Q3 		$91.8M Buy
1,054,394
+4,533
+0.4% +$384K 1.2% 14
2025
Q2 		$86.2M Buy
1,049,861
+14,912
+1% +$1.16M 1.21% 14
2025
Q1 		$82.1M Buy
1,034,949
+314,662
+44% +$25.1M 1.27% 14
2024
Q4 		$56M Buy
720,287
+29,328
+4% +$2.34M 0.85% 25
2024
Q3 		$54.3M Buy
690,959
+1,281
+0.2% +$96.7K 0.84% 23
2024
Q2 		$50.2M Buy
689,678
+688,113
+43,969% +$49M 0.86% 24
2024
Q1 		$112K Buy
1,565
+1,157
+284% +$79.4K 0.01% 585
2023
Q4 		$27.1K Sell
408
-402
-50% -$25.3K ﹤0.01% 885
2023
Q3 		$49.8K Buy
810
+408
+101% +$26K ﹤0.01% 881
2023
Q2 		$25.6K Buy
402
+2
+0.5% +$124 ﹤0.01% 857
2023
Q1 		$24.7K Buy
400
+3
+0.8% +$186 ﹤0.01% 808
2022
Q4 		$24.6K Buy
397
+2
+0.5% +$122 ﹤0.01% 762
2022
Q3 		$22K Buy
395
+3
+0.8% +$182 ﹤0.01% 752
2022
Q2 		$23K Buy
392
+3
+0.8% +$189 ﹤0.01% 765
2022
Q1 		$26K Buy
389
+1
+0.3% +$65 ﹤0.01% 806
2021
Q4 		$26K Buy
388
+2
+0.5% +$127 ﹤0.01% 762
2021
Q3 		$23K Buy
386
+4
+1% +$246 ﹤0.01% 763
2021
Q2 		$23K Buy
382
+2
+0.5% +$119 ﹤0.01% 683
2021
Q1 		$22K Buy
+380
New +$20.9K ﹤0.01% 660

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Clearstead Advisors's DLN Position: Q1 2026 in Review

Clearstead Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 7.2% in Q1 2026, selling an estimated $6.92M and leaving 976,282 shares worth $87.2M. The position accounts for 0.8% of the portfolio, ranked #26.

Clearstead Advisors first reported a position in DLN in Q1 2021 and has held it in 21 quarters since. The position peaked at $92.7M in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Clearstead Advisors held 976,282 shares of WisdomTree US LargeCap Dividend Fund worth $87.2M as of Q1 2026.
  • Clearstead Advisors sold 76,126 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $6.92M.
  • WisdomTree US LargeCap Dividend Fund made up 0.8% of Clearstead Advisors's portfolio in Q1 2026, its #26 holding.
  • Clearstead Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and has held it in 21 quarters since.
  • Clearstead Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $92.7M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.