GM Advisory Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

GM Advisory Group’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	$400K	Hold	4,481	–	–	0.02%	265
2025 Q4	$395K	Hold	4,481	–	–	0.02%	245
2025 Q3	$390K	Sell	4,481 -1,469	-25%	-$124K	0.02%	219
2025 Q2	$489K	Hold	5,950	–	–	0.02%	196
2025 Q1	$472K	Buy	5,950 +140	+2%	+$11.2K	0.03%	180
2024 Q4	$452K	Buy	5,810 +245	+4%	+$19.5K	0.03%	180
2024 Q3	$437K	Sell	5,565 -5,401	-49%	-$408K	0.03%	175
2024 Q2	$798K	Buy	10,966 +157	+1%	+$11.2K	0.05%	127
2024 Q1	$780K	Buy	10,809 +453	+4%	+$31.1K	0.05%	128
2023 Q4	$687K	Sell	10,356 -3,200	-24%	-$201K	0.05%	120
2023 Q3	$834K	Buy	13,556 +17	+0.1%	+$1.08K	0.07%	91
2023 Q2	$861K	Buy	13,539 +17	+0.1%	+$1.05K	0.07%	90
2023 Q1	$836K	Buy	13,522 +16	+0.1%	+$993	0.08%	87
2022 Q4	$837K	Sell	13,506 -4,922	-27%	-$300K	0.09%	80
2022 Q3	$1.02M	Buy	18,428 +20	+0.1%	+$1.21K	0.13%	64
2022 Q2	$1.09M	Buy	18,408 +344	+2%	+$21.6K	0.17%	64
2022 Q1	$1.19M	Buy	18,064 +165	+0.9%	+$10.7K	0.14%	79
2021 Q4	$1.18M	Sell	17,899 -165	-0.9%	-$10.4K	0.11%	85
2021 Q3	$1.08M	Sell	18,064 -6	-0%	-$370	0.11%	90
2021 Q2	$1.09M	Sell	18,070 -632	-3%	-$37.7K	0.11%	90
2021 Q1	$1.07M	Sell	18,702 -2,572	-12%	-$141K	0.13%	78
2020 Q4	$1.14M	Buy	21,274 +400	+2%	+$20.5K	0.15%	65
2020 Q3	$1.01M	Sell	20,874 -850	-4%	-$41.3K	0.16%	62
2020 Q2	$1.01M	Buy	21,724 +356	+2%	+$16K	0.19%	61
2020 Q1	$865K	Buy	21,368 +170	+0.8%	+$8.33K	0.24%	56
2019 Q4	$1.12M	Sell	21,198 -2,060	-9%	-$105K	0.35%	29
2019 Q3	$1.15M	Sell	23,258 -200	-0.9%	-$9.75K	0.36%	32
2019 Q2	$1.14M	Sell	23,458 -80	-0.3%	-$3.82K	0.36%	37
2019 Q1	$1.11M	Buy	23,538 +884	+4%	+$40.2K	0.36%	38
2018 Q4	$957K	Buy	22,654 +3,078	+16%	+$139K	0.36%	37
2018 Q3	$934K	Buy	19,576 +4,860	+33%	+$228K	0.29%	49
2018 Q2	$660K	Buy	14,716 +4,502	+44%	+$202K	0.2%	55
2018 Q1	$452K	Sell	10,214 -2,188	-18%	-$101K	0.14%	67
2017 Q4	$571K	Hold	12,402	–	–	0.16%	63
2017 Q3	$538K	Buy	12,402 +2	+0%	+$85	0.16%	61
2017 Q2	$521K	Sell	12,400 -1,998	-14%	-$83.5K	0.16%	60
2017 Q1	$597K	Buy	14,398 +632	+5%	+$25.9K	0.2%	56
2016 Q4	$550K	Buy	+13,766	New	+$534K	0.19%	57
2014 Q3	–	Sell	-7,862	Closed	-$278K	–	80
2014 Q2	$278K	Sell	7,862 -6,958	-47%	-$240K	0.24%	50
2014 Q1	$502K	Hold	14,820	–	–	0.39%	31
2013 Q4	$493K	Buy	+14,820	New	+$476K	0.51%	28

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

GM Advisory Group's DLN Position: Q1 2026 in Review

GM Advisory Group held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 4,481 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #265.

GM Advisory Group first reported a position in DLN in Q4 2013 and has held it in 41 quarters since. The position peaked at $1.19M in Q1 2022. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

GM Advisory Group held 4,481 shares of WisdomTree US LargeCap Dividend Fund worth $400K as of Q1 2026.
GM Advisory Group left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #265 holding.
GM Advisory Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2013 and has held it in 41 quarters since.
GM Advisory Group's WisdomTree US LargeCap Dividend Fund position peaked at $1.19M in Q1 2022.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.