GLLW
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Graves Light Lenhart Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Graves Light Lenhart Wealth’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
Q2 		$6.04M Buy
62,709
+1,196
+2% +$113K 0.56% 38
2026
Q1 		$5.49M Sell
61,513
-420
-0.7% -$38.2K 0.57% 38
2025
Q4 		$5.46M Sell
61,933
-678
-1% -$59.2K 0.58% 38
2025
Q3 		$5.45M Sell
62,611
-6,266
-9% -$530K 0.6% 38
2025
Q2 		$5.66M Sell
68,877
-363
-0.5% -$28.4K 0.67% 35
2025
Q1 		$5.5M Sell
69,240
-603
-0.9% -$48.1K 0.67% 34
2024
Q4 		$5.43M Sell
69,843
-2,147
-3% -$171K 0.68% 34
2024
Q3 		$5.66M Sell
71,990
-59,263
-45% -$4.47M 0.7% 33
2024
Q2 		$9.54M Sell
131,253
-1,745
-1% -$124K 1.09% 22
2024
Q1 		$9.6M Sell
132,998
-6,259
-4% -$430K 1.11% 22
2023
Q4 		$9.24M Sell
139,257
-3,336
-2% -$210K 1.15% 22
2023
Q3 		$8.67M Sell
142,593
-14,897
-9% -$951K 1.18% 20
2023
Q2 		$10M Sell
157,490
-8,263
-5% -$513K 1.35% 19
2023
Q1 		$10.3M Sell
165,753
-7,858
-5% -$488K 1.59% 17
2022
Q4 		$10.8M Sell
173,611
-7,512
-4% -$459K 1.65% 17
2022
Q3 		$10M Sell
181,123
-5,686
-3% -$345K 1.67% 17
2022
Q2 		$11M Sell
186,809
-5,139
-3% -$323K 1.69% 16
2022
Q1 		$12.6M Sell
191,948
-7,284
-4% -$472K 1.76% 15
2021
Q4 		$13.2M Sell
199,232
-5,198
-3% -$329K 1.87% 13
2021
Q3 		$12.2M Sell
204,430
-1,744
-0.8% -$107K 1.93% 14
2021
Q2 		$12.4M Sell
206,174
-3,888
-2% -$232K 1.99% 14
2021
Q1 		$12M Sell
210,062
-3,434
-2% -$189K 2.06% 14
2020
Q4 		$11.5M Sell
213,496
-8,310
-4% -$425K 2.14% 12
2020
Q3 		$10.8M Sell
221,806
-8,896
-4% -$432K 2.38% 12
2020
Q2 		$10.7M Sell
230,702
-2,940
-1% -$132K 2.51% 11
2020
Q1 		$9.46M Buy
233,642
+2,146
+0.9% +$105K 2.55% 11
2019
Q4 		$12.3M Buy
231,496
+780
+0.3% +$39.7K 2.58% 11
2019
Q3 		$11.6M Buy
230,716
+1,394
+0.6% +$67.9K 2.56% 11
2019
Q2 		$11.1M Buy
229,322
+4,116
+2% +$196K 2.66% 11
2019
Q1 		$10.6M Buy
225,206
+9,352
+4% +$425K 2.7% 10
2018
Q4 		$9.11M Buy
+215,854
New +$9.77M 2.67% 10

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Graves Light Lenhart Wealth's DLN Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.9% in Q2 2026, buying an estimated $113K and bringing the position to 62,709 shares worth $6.04M. The position accounts for 0.56% of the portfolio, ranked #38.

Graves Light Lenhart Wealth first reported a position in DLN in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.2M in Q4 2021. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Graves Light Lenhart Wealth held 62,709 shares of WisdomTree US LargeCap Dividend Fund worth $6.04M as of Q2 2026.
  • Graves Light Lenhart Wealth bought 1,196 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $113K.
  • WisdomTree US LargeCap Dividend Fund made up 0.56% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #38 holding.
  • Graves Light Lenhart Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $13.2M in Q4 2021.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.