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Etesian Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Etesian Wealth Advisors’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 		$5.04M Buy
56,416
+7,794
+16% +$709K 1.61% 17
2025
Q4 		$4.28M Buy
48,622
+7,113
+17% +$621K 1.34% 20
2025
Q3 		$3.61M Buy
41,509
+9,142
+28% +$774K 1.19% 22
2025
Q2 		$2.66M Buy
32,367
+12,545
+63% +$980K 0.99% 26
2025
Q1 		$1.57M Buy
19,822
+4,735
+31% +$378K 0.68% 44
2024
Q4 		$1.17M Buy
15,087
+11,568
+329% +$922K 0.52% 61
2024
Q3 		$276K Buy
+3,519
New +$266K 0.13% 129

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

Etesian Wealth Advisors's DLN Position: Q1 2026 in Review

Etesian Wealth Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 16% in Q1 2026, buying an estimated $709K and bringing the position to 56,416 shares worth $5.04M. The position accounts for 1.61% of the portfolio, ranked #17.

Etesian Wealth Advisors first reported a position in DLN in Q3 2024 and has held it in 7 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Etesian Wealth Advisors held 56,416 shares of WisdomTree US LargeCap Dividend Fund worth $5.04M as of Q1 2026.
  • Etesian Wealth Advisors bought 7,794 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $709K.
  • WisdomTree US LargeCap Dividend Fund made up 1.61% of Etesian Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • Etesian Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 7 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.