CX Institutional
DLN icon

CX Institutional’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

CX Institutional’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
Q3 		$10.9M Buy
111,877
+6,007
+6% +$596K 0.29% 83
2026
Q2 		$10.2M Buy
105,870
+2,728
+3% +$258K 0.29% 76
2026
Q1 		$9.21M Sell
103,142
-737
-0.7% -$67K 0.28% 81
2025
Q4 		$9.15M Buy
103,879
+1,260
+1% +$110K 0.27% 94
2025
Q3 		$8.93M Sell
102,619
-2,508
-2% -$212K 0.27% 85
2025
Q2 		$8.64M Buy
105,127
+2,426
+2% +$189K 0.3% 65
2025
Q1 		$8.15M Sell
102,701
-5,327
-5% -$425K 0.31% 76
2024
Q4 		$8.4M Buy
108,028
+8,253
+8% +$658K 0.33% 68
2024
Q3 		$7.84M Buy
99,775
+666
+0.7% +$50.3K 0.35% 77
2024
Q2 		$7.21M Sell
99,109
-3,391
-3% -$241K 0.34% 75
2024
Q1 		$7.4M Buy
102,500
+24,110
+31% +$1.66M 0.36% 70
2023
Q4 		$5.2M Sell
78,390
-3,013
-4% -$189K 0.28% 98
2023
Q3 		$5.01M Sell
81,403
-13,104
-14% -$836K 0.28% 99
2023
Q2 		$6.01M Sell
94,507
-6,219
-6% -$386K 0.31% 88
2023
Q1 		$6.28M Sell
100,726
-26,625
-21% -$1.65M 0.33% 81
2022
Q4 		$7.89M Buy
127,351
+4,324
+4% +$264K 0.48% 50
2022
Q3 		$6.8M Buy
123,027
+7,417
+6% +$450K 0.47% 54
2022
Q2 		$6.83M Buy
115,610
+20,036
+21% +$1.26M 0.52% 48
2022
Q1 		$6.28M Sell
95,574
-14,277
-13% -$924K 0.5% 49
2021
Q4 		$7.26M Buy
109,851
+863
+0.8% +$54.6K 0.58% 43
2021
Q3 		$6.5M Buy
108,988
+10,250
+10% +$631K 0.53% 47
2021
Q2 		$5.94M Sell
98,738
-13,200
-12% -$787K 0.49% 52
2021
Q1 		$6.42M Sell
111,938
-42,850
-28% -$2.36M 0.57% 47
2020
Q4 		$8.32M Sell
154,788
-14,816
-9% -$758K 0.8% 23
2020
Q3 		$8.23M Sell
169,604
-169,978
-50% -$8.26M 0.89% 23
2020
Q2 		$15.8M Buy
339,582
+7,580
+2% +$341K 2.07% 9
2020
Q1 		$13.4M Buy
332,002
+191,828
+137% +$9.39M 2.19% 10
2019
Q4 		$7.42M Sell
140,174
-11,482
-8% -$585K 1.3% 20
2019
Q3 		$7.51M Sell
151,656
-9,718
-6% -$474K 1.21% 23
2019
Q2 		$7.82M Sell
161,374
-766
-0.5% -$36.5K 1.24% 24
2019
Q1 		$7.64M Sell
162,140
-96,146
-37% -$4.37M 1.35% 19
2018
Q4 		$10.9M Buy
258,286
+151,816
+143% +$6.87M 2.3% 8
2018
Q3 		$5.08M Buy
106,470
+1,322
+1% +$62K 1.68% 17
2018
Q2 		$4.72M Buy
+105,148
New +$4.72M 1.74% 16

Other funds holding DLN

CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
FI
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

CX Institutional's DLN Position: Q3 2026 in Review

CX Institutional increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 5.7% in Q3 2026, buying an estimated $596K and bringing the position to 111,877 shares worth $10.9M. The position accounts for 0.29% of the portfolio, ranked #83.

CX Institutional first reported a position in DLN in Q2 2018 and has held it in 34 quarters since. The position peaked at $15.8M in Q2 2020. 88 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • CX Institutional held 111,877 shares of WisdomTree US LargeCap Dividend Fund worth $10.9M as of Q3 2026.
  • CX Institutional bought 6,007 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $596K.
  • WisdomTree US LargeCap Dividend Fund made up 0.29% of CX Institutional's portfolio in Q3 2026, its #83 holding.
  • CX Institutional first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2018 and has held it in 34 quarters since.
  • CX Institutional's WisdomTree US LargeCap Dividend Fund position peaked at $15.8M in Q2 2020.
  • 88 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.