Edmond de Rothschild Holding’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Edmond de Rothschild Holding’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	$222K	Hold	2,480	–	–	﹤0.01%	374
2025 Q4	$218K	Hold	2,480	–	–	﹤0.01%	375
2025 Q3	$216K	Hold	2,480	–	–	﹤0.01%	383
2025 Q2	$204K	Hold	2,480	–	–	﹤0.01%	380
2025 Q1	$197K	Hold	2,480	–	–	﹤0.01%	388
2024 Q4	$193K	Hold	2,480	–	–	﹤0.01%	409
2024 Q3	$195K	Hold	2,480	–	–	﹤0.01%	423
2024 Q2	$180K	Hold	2,480	–	–	﹤0.01%	433
2024 Q1	$179K	Hold	2,480	–	–	﹤0.01%	436
2023 Q4	$165K	Buy	+2,480	New	+$156K	﹤0.01%	449

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

Edmond de Rothschild Holding's DLN Position: Q1 2026 in Review

Edmond de Rothschild Holding held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 2,480 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Edmond de Rothschild Holding first reported a position in DLN in Q4 2023 and has held it in 10 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Edmond de Rothschild Holding held 2,480 shares of WisdomTree US LargeCap Dividend Fund worth $222K as of Q1 2026.
Edmond de Rothschild Holding left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #374 holding.
Edmond de Rothschild Holding first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.