Culbertson A N & Co’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Culbertson A N & Co’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	$1.93M	Sell	21,560 -680	-3%	-$61.8K	0.25%	75
2025 Q4	$1.96M	Hold	22,240	–	–	0.27%	70
2025 Q3	$1.94M	Sell	22,240 -20	-0.1%	-$1.69K	0.27%	70
2025 Q2	$1.83M	Sell	22,260 -600	-3%	-$46.9K	0.28%	70
2025 Q1	$1.81M	Hold	22,860	–	–	0.29%	75
2024 Q4	$1.78M	Hold	22,860	–	–	0.28%	74
2024 Q3	$1.8M	Hold	22,860	–	–	0.29%	74
2024 Q2	$1.66M	Sell	22,860 -100	-0.4%	-$7.12K	0.29%	72
2024 Q1	$1.66M	Hold	22,960	–	–	0.29%	74
2023 Q4	$1.52M	Sell	22,960 -40	-0.2%	-$2.51K	0.28%	73
2023 Q3	$1.41M	Hold	23,000	–	–	0.28%	71
2023 Q2	$1.46M	Hold	23,000	–	–	0.28%	73
2023 Q1	$1.42M	Hold	23,000	–	–	0.29%	74
2022 Q4	$1.42M	Buy	23,000 +748	+3%	+$45.7K	0.3%	72
2022 Q3	$1.23M	Sell	22,252 -230	-1%	-$13.9K	0.29%	75
2022 Q2	$1.33M	Sell	22,482 -600	-3%	-$37.7K	0.29%	77
2022 Q1	$1.52M	Sell	23,082 -5,470	-19%	-$354K	0.29%	75
2021 Q4	$1.89M	Hold	28,552	–	–	0.36%	70
2021 Q3	$1.7M	Sell	28,552 -120	-0.4%	-$7.39K	0.35%	70
2021 Q2	$1.73M	Hold	28,672	–	–	0.36%	69
2021 Q1	$1.64M	Sell	28,672 -80	-0.3%	-$4.4K	0.36%	68
2020 Q4	$1.54M	Sell	28,752 -600	-2%	-$30.7K	0.37%	68
2020 Q3	$1.42M	Sell	29,352 -470	-2%	-$22.8K	0.38%	64
2020 Q2	$1.39M	Sell	29,822 -510	-2%	-$23K	0.38%	69
2020 Q1	$1.23M	Hold	30,332	–	–	0.4%	67
2019 Q4	$1.61M	Sell	30,332 -3,800	-11%	-$194K	0.41%	65
2019 Q3	$1.69M	Sell	34,132 -400	-1%	-$19.5K	0.46%	65
2019 Q2	$1.67M	Hold	34,532	–	–	0.47%	62
2019 Q1	$1.63M	Sell	34,532 -100	-0.3%	-$4.55K	0.47%	62
2018 Q4	$1.46M	Sell	34,632 -278	-0.8%	-$12.6K	0.47%	60
2018 Q3	$1.67M	Hold	34,910	–	–	0.45%	63
2018 Q2	$1.57M	Buy	34,910 +150	+0.4%	+$6.73K	0.47%	63
2018 Q1	$1.54M	Sell	34,760 -3,200	-8%	-$147K	0.46%	62
2017 Q4	$1.75M	Hold	37,960	–	–	0.49%	65
2017 Q3	$1.65M	Hold	37,960	–	–	0.5%	62
2017 Q2	$1.6M	Sell	37,960 -400	-1%	-$16.7K	0.51%	61
2017 Q1	$1.59M	Sell	38,360 -400	-1%	-$16.4K	0.52%	60
2016 Q4	$1.55M	Sell	38,760 -20	-0.1%	-$775	0.53%	56
2016 Q3	$1.49M	Sell	38,780 -4,460	-10%	-$172K	0.53%	56
2016 Q2	$1.64M	Buy	43,240 +80	+0.2%	+$2.96K	0.61%	52
2016 Q1	$1.58M	Buy	43,160 +580	+1%	+$20.1K	0.62%	51
2015 Q4	$1.51M	Buy	42,580 +2,500	+6%	+$89.5K	0.6%	52
2015 Q3	$1.35M	Buy	40,080 +10,000	+33%	+$353K	0.57%	57
2015 Q2	$1.09M	Buy	30,080 +340	+1%	+$12.6K	0.43%	63
2015 Q1	$1.09M	Buy	29,740 +776	+3%	+$28.7K	0.43%	59
2014 Q4	$1.07M	Buy	28,964 +600	+2%	+$21.8K	0.44%	56
2014 Q3	$1.01M	Sell	28,364 -36	-0.1%	-$1.28K	0.43%	55
2014 Q2	$1M	Hold	28,400	–	–	0.44%	58
2014 Q1	$961K	Sell	28,400 -440	-2%	-$14.4K	0.45%	59
2013 Q4	$960K	Buy	28,840 +1,300	+5%	+$41.8K	0.47%	58
2013 Q3	$843K	Buy	27,540 +160	+0.6%	+$4.93K	0.45%	61
2013 Q2	$819K	Buy	+27,380	New	+$827K	0.46%	57

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Culbertson A N & Co's DLN Position: Q1 2026 in Review

Culbertson A N & Co reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 3.1% in Q1 2026, selling an estimated $61.8K and leaving 21,560 shares worth $1.93M. The position accounts for 0.25% of the portfolio, ranked #75.

Culbertson A N & Co first reported a position in DLN in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.96M in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Culbertson A N & Co held 21,560 shares of WisdomTree US LargeCap Dividend Fund worth $1.93M as of Q1 2026.
Culbertson A N & Co sold 680 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $61.8K.
WisdomTree US LargeCap Dividend Fund made up 0.25% of Culbertson A N & Co's portfolio in Q1 2026, its #75 holding.
Culbertson A N & Co first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 52 quarters since.
Culbertson A N & Co's WisdomTree US LargeCap Dividend Fund position peaked at $1.96M in Q4 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Culbertson A N & Co's 13F filing for Q1 2026, filed 12 May 2026.