CVA Family Office’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

CVA Family Office’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 Q2	$126K	Sell	1,311 -115	-8%	-$10.9K	0.01%	430
2026 Q1	$127K	Hold	1,426	–	–	0.01%	404
2025 Q4	$126K	Hold	1,426	–	–	0.01%	374
2025 Q3	$124K	Hold	1,426	–	–	0.02%	378
2025 Q2	$117K	Hold	1,426	–	–	0.02%	379
2025 Q1	$113K	Hold	1,426	–	–	0.02%	371
2024 Q4	$111K	Hold	1,426	–	–	0.02%	371
2024 Q3	$112K	Hold	1,426	–	–	0.02%	351
2024 Q2	$104K	Hold	1,426	–	–	0.02%	343
2024 Q1	$103K	Hold	1,426	–	–	0.02%	350
2023 Q4	$94.7K	Buy	+1,426	New	+$89.6K	0.02%	342
2023 Q3	–	Sell	-1,426	Closed	-$90.7K	–	417
2023 Q2	$90.7K	Hold	1,426	–	–	0.02%	321
2023 Q1	$88.2K	Hold	1,426	–	–	0.02%	330
2022 Q4	$88.3K	Hold	1,426	–	–	0.02%	302
2022 Q3	$79K	Hold	1,426	–	–	0.02%	275
2022 Q2	$84K	Hold	1,426	–	–	0.02%	269
2022 Q1	$94K	Hold	1,426	–	–	0.02%	269
2021 Q4	$94K	Hold	1,426	–	–	0.02%	256
2021 Q3	$69K	Hold	1,426	–	–	0.05%	148
2021 Q2	$86K	Hold	1,426	–	–	0.02%	261
2021 Q1	$82K	Hold	1,426	–	–	0.03%	206
2020 Q4	$77K	Hold	1,426	–	–	0.05%	148
2020 Q3	$69K	Hold	1,426	–	–	0.05%	148
2020 Q2	$66K	Hold	1,426	–	–	0.05%	139
2020 Q1	$58K	Buy	+1,426	New	+$69.8K	0.06%	132

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CVA Family Office's DLN Position: Q2 2026 in Review

CVA Family Office reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 8.1% in Q2 2026, selling an estimated $10.9K and leaving 1,311 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #430.

CVA Family Office first reported a position in DLN in Q1 2020 and has held it in 25 quarters since. The position peaked at $127K in Q1 2026. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

CVA Family Office held 1,311 shares of WisdomTree US LargeCap Dividend Fund worth $126K as of Q2 2026.
CVA Family Office sold 115 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $10.9K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #430 holding.
CVA Family Office first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2020 and has held it in 25 quarters since.
CVA Family Office's WisdomTree US LargeCap Dividend Fund position peaked at $127K in Q1 2026.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.