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

Grandview 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 		$595K Sell
6,656
-135
-2% -$12.3K 0.17% 79
2025
Q4 		$598K Sell
6,791
-39
-0.6% -$3.41K 0.16% 80
2025
Q3 		$594K Buy
6,830
+9
+0.1% +$762 0.17% 82
2025
Q2 		$560K Buy
6,821
+27
+0.4% +$2.11K 0.18% 78
2025
Q1 		$539K Buy
6,794
+22
+0.3% +$1.75K 0.2% 76
2024
Q4 		$527K Sell
6,772
-558
-8% -$44.5K 0.19% 74
2024
Q3 		$576K Buy
7,330
+70
+1% +$5.28K 0.33% 36
2024
Q2 		$528K Buy
7,260
+57
+0.8% +$4.06K 0.31% 37
2024
Q1 		$520K Buy
7,203
+55
+0.8% +$3.78K 0.24% 69
2023
Q4 		$474K Buy
7,148
+17
+0.2% +$1.07K 0.25% 70
2023
Q3 		$438K Sell
7,131
-77
-1% -$4.91K 0.25% 71
2023
Q2 		$458K Buy
7,208
+85
+1% +$5.27K 0.45% 38
2023
Q1 		$441K Sell
7,123
-118
-2% -$7.32K 0.26% 72
2022
Q4 		$449K Buy
7,241
+23
+0.3% +$1.4K 0.28% 74
2022
Q3 		$399K Buy
7,218
+50
+0.7% +$3.03K 0.25% 73
2022
Q2 		$424K Sell
7,168
-666
-9% -$41.9K 0.24% 75
2022
Q1 		$515K Buy
7,834
+469
+6% +$30.4K 0.22% 80
2021
Q4 		$486K Buy
7,365
+697
+10% +$44.1K 0.2% 89
2021
Q3 		$398K Buy
+6,668
New +$411K 0.41% 45
2021
Q2 		– Sell
-4,750
Closed -$272K – 194
2021
Q1 		$272K Buy
+4,750
New +$261K 0.14% 107

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

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

Grandview Asset Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2% in Q1 2026, selling an estimated $12.3K and leaving 6,656 shares worth $595K. The position accounts for 0.17% of the portfolio, ranked #79.

Grandview Asset Management first reported a position in DLN in Q1 2021 and has held it in 20 quarters since. The position peaked at $598K in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Grandview Asset Management held 6,656 shares of WisdomTree US LargeCap Dividend Fund worth $595K as of Q1 2026.
  • Grandview Asset Management sold 135 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $12.3K.
  • WisdomTree US LargeCap Dividend Fund made up 0.17% of Grandview Asset Management's portfolio in Q1 2026, its #79 holding.
  • Grandview Asset Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and has held it in 20 quarters since.
  • Grandview Asset Management's WisdomTree US LargeCap Dividend Fund position peaked at $598K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.