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Costello Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Costello Asset 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 		$236K Buy
2,646
+1,724
+187% +$157K 0.08% 100
2025
Q4 		$81.2K Buy
922
+4
+0.4% +$349 0.03% 169
2025
Q3 		$79.9K Buy
918
+3
+0.3% +$254 0.03% 177
2025
Q2 		$75.2K Buy
915
+4
+0.4% +$312 0.03% 188
2025
Q1 		$72.3K Buy
+911
New +$72.7K 0.03% 189

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

Costello Asset Management's DLN Position: Q1 2026 in Review

Costello Asset Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 187% in Q1 2026, buying an estimated $157K and bringing the position to 2,646 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #100.

Costello Asset Management first reported a position in DLN in Q1 2025 and has held it in 5 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Costello Asset Management held 2,646 shares of WisdomTree US LargeCap Dividend Fund worth $236K as of Q1 2026.
  • Costello Asset Management bought 1,724 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $157K.
  • WisdomTree US LargeCap Dividend Fund made up 0.08% of Costello Asset Management's portfolio in Q1 2026, its #100 holding.
  • Costello Asset Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 5 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.