White Sand Wealth Management LLC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

White Sand Wealth Management LLC’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 Q3	$499K	Buy	+5,133	New	+$509K	0.36%	24

Other funds holding DLN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

White Sand Wealth Management LLC's DLN Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2026: 5,133 shares worth $499K. The stake represents 0.36% of the portfolio and ranks #24 among its holdings.

437 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

White Sand Wealth Management LLC held 5,133 shares of WisdomTree US LargeCap Dividend Fund worth $499K as of Q3 2026.
WisdomTree US LargeCap Dividend Fund was a new White Sand Wealth Management LLC position in Q3 2026.
WisdomTree US LargeCap Dividend Fund made up 0.36% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #24 holding.
437 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.