CWM
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Collaborative Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Collaborative 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 		– Sell
-6,057
Closed -$534K – 185
2025
Q4 		$534K Sell
6,057
-103
-2% -$8.99K 0.19% 101
2025
Q3 		$536K Sell
6,160
-740
-11% -$62.6K 0.22% 91
2025
Q2 		$567K Sell
6,900
-1,073
-13% -$83.8K 0.25% 82
2025
Q1 		$633K Sell
7,973
-577
-7% -$46K 0.3% 73
2024
Q4 		$665K Sell
8,550
-874
-9% -$69.7K 0.3% 70
2024
Q3 		$740K Sell
9,424
-36
-0.4% -$2.72K 0.33% 64
2024
Q2 		$688K Sell
9,460
-1,806
-16% -$129K 0.34% 65
2024
Q1 		$813K Sell
11,266
-1,462
-11% -$100K 0.41% 58
2023
Q4 		$845K Buy
12,728
+172
+1% +$10.8K 0.46% 57
2023
Q3 		$772K Buy
12,556
+477
+4% +$30.4K 0.46% 56
2023
Q2 		$768K Buy
12,079
+5,132
+74% +$318K 0.46% 54
2023
Q1 		$430K Buy
+6,947
New +$431K 0.27% 96

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

Collaborative Wealth Management's DLN Position: Q1 2026 in Review

Collaborative Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026, closing a stake of 6,057 shares — an estimated $534K sold.

Collaborative Wealth Management first reported a position in DLN in Q1 2023 and held it in 12 quarters. The position peaked at $845K in Q4 2023. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Collaborative Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 6,057 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $534K.
  • Collaborative Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and held it in 12 quarters.
  • Collaborative Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $845K in Q4 2023.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

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