Empirical Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Empirical Asset Management’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	$492K	Hold	5,506	–	–	0.13%	219
2025 Q4	$485K	Sell	5,506 -100	-2%	-$8.73K	0.14%	203
2025 Q3	$488K	Buy	5,606 +2,326	+71%	+$197K	0.14%	230
2025 Q2	$269K	Hold	3,280	–	–	0.08%	273
2025 Q1	$260K	Sell	3,280 -7,251	-69%	-$579K	0.09%	268
2024 Q4	$262K	Hold	10,531	–	–	0.09%	250
2024 Q3	$265K	Sell	10,531 -700	-6%	-$52.8K	0.09%	248
2024 Q2	$297K	Buy	+11,231	New	+$799K	0.11%	252

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

Empirical Asset Management's DLN Position: Q1 2026 in Review

Empirical Asset Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 5,506 shares worth $492K. The position accounts for 0.13% of the portfolio, ranked #219.

Empirical Asset Management first reported a position in DLN in Q2 2024 and has held it in 8 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Empirical Asset Management held 5,506 shares of WisdomTree US LargeCap Dividend Fund worth $492K as of Q1 2026.
Empirical Asset Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.13% of Empirical Asset Management's portfolio in Q1 2026, its #219 holding.
Empirical Asset Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2024 and has held it in 8 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.