EW
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Element Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Element Wealth’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 		$556K Sell
6,219
-13
-0.2% -$1.18K 0.23% 102
2025
Q4 		$549K Sell
6,232
-99
-2% -$8.65K 0.23% 102
2025
Q3 		$551K Sell
6,331
-1,636
-21% -$138K 0.24% 92
2025
Q2 		$654K Sell
7,967
-59
-0.7% -$4.61K 0.3% 76
2025
Q1 		$637K Sell
8,026
-153
-2% -$12.2K 0.34% 65
2024
Q4 		$636K Hold
8,179
– – 0.33% 64
2024
Q3 		$643K Sell
8,179
-17
-0.2% -$1.28K 0.34% 60
2024
Q2 		$596K Sell
8,196
-130
-2% -$9.25K 0.34% 61
2024
Q1 		$601K Buy
8,326
+23
+0.3% +$1.58K 0.35% 57
2023
Q4 		$551K Sell
8,303
-793
-9% -$49.8K 0.35% 56
2023
Q3 		$559K Buy
9,096
+581
+7% +$37.1K 0.4% 47
2023
Q2 		$542K Buy
8,515
+246
+3% +$15.3K 0.38% 51
2023
Q1 		$512K Sell
8,269
-40
-0.5% -$2.48K 0.38% 48
2022
Q4 		$515K Buy
8,309
+46
+0.6% +$2.81K 0.42% 43
2022
Q3 		$457K Buy
8,263
+2,077
+34% +$126K 0.42% 42
2022
Q2 		$366K Sell
6,186
-81
-1% -$5.09K 0.36% 56
2022
Q1 		$412K Sell
6,267
-57
-0.9% -$3.69K 0.33% 58
2021
Q4 		$418K Buy
6,324
+182
+3% +$11.5K 0.32% 59
2021
Q3 		$366K Hold
6,142
– – 0.29% 62
2021
Q2 		$370K Hold
6,142
– – 0.29% 62
2021
Q1 		$352K Hold
6,142
– – 0.29% 59
2020
Q4 		$330K Sell
6,142
-1,108
-15% -$56.7K 0.31% 64
2020
Q3 		$352K Hold
7,250
– – 0.38% 50
2020
Q2 		$337K Hold
7,250
– – 0.39% 48
2020
Q1 		$293K Sell
7,250
-254
-3% -$12.4K 0.4% 49
2019
Q4 		$397K Buy
+7,504
New +$382K 0.41% 38

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Element Wealth's DLN Position: Q1 2026 in Review

Element Wealth reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.21% in Q1 2026, selling an estimated $1.18K and leaving 6,219 shares worth $556K. The position accounts for 0.23% of the portfolio, ranked #102.

Element Wealth first reported a position in DLN in Q4 2019 and has held it in 26 quarters since. The position peaked at $654K in Q2 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Element Wealth held 6,219 shares of WisdomTree US LargeCap Dividend Fund worth $556K as of Q1 2026.
  • Element Wealth sold 13 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $1.18K.
  • WisdomTree US LargeCap Dividend Fund made up 0.23% of Element Wealth's portfolio in Q1 2026, its #102 holding.
  • Element Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $654K in Q2 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.