Daymark Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Daymark Wealth Partners’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	$330K	Sell	3,690 -56	-1%	-$5.09K	0.01%	544
2025 Q4	$330K	Sell	3,746 -58	-2%	-$5.07K	0.01%	472
2025 Q3	$331K	Sell	3,804 -16	-0.4%	-$1.35K	0.01%	460
2025 Q2	$314K	Hold	3,820	–	–	0.01%	437
2025 Q1	$303K	Hold	3,820	–	–	0.01%	416
2024 Q4	$297K	Hold	3,820	–	–	0.01%	411
2024 Q3	$300K	Hold	3,820	–	–	0.01%	424
2024 Q2	$278K	Hold	3,820	–	–	0.01%	408
2024 Q1	$276K	Buy	3,820 +756	+25%	+$51.9K	0.01%	360
2023 Q4	$203K	Buy	+3,064	New	+$193K	0.01%	385
2023 Q3	–	Sell	-3,330	Closed	-$212K	–	392
2023 Q2	$212K	Buy	+3,330	New	+$207K	0.02%	349

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

Daymark Wealth Partners's DLN Position: Q1 2026 in Review

Daymark Wealth Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.5% in Q1 2026, selling an estimated $5.09K and leaving 3,690 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #544.

Daymark Wealth Partners first reported a position in DLN in Q2 2023 and has held it in 11 quarters since. The position peaked at $331K in Q3 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Daymark Wealth Partners held 3,690 shares of WisdomTree US LargeCap Dividend Fund worth $330K as of Q1 2026.
Daymark Wealth Partners sold 56 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $5.09K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #544 holding.
Daymark Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2023 and has held it in 11 quarters since.
Daymark Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $331K in Q3 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.