GLLW
DLN icon

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
Q3 		$5.73M Sell
58,944
-3,765
-6% -$374K 0.54% 37
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

LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Graves Light Lenhart Wealth's DLN Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 6% in Q3 2026, selling an estimated $374K and leaving 58,944 shares worth $5.73M. The position accounts for 0.54% of the portfolio, ranked #37.

Graves Light Lenhart Wealth first reported a position in DLN in Q4 2018 and has held it in 32 quarters since. The position peaked at $13.2M in Q4 2021. 30 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Graves Light Lenhart Wealth held 58,944 shares of WisdomTree US LargeCap Dividend Fund worth $5.73M as of Q3 2026.
  • Graves Light Lenhart Wealth sold 3,765 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $374K.
  • WisdomTree US LargeCap Dividend Fund made up 0.54% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #37 holding.
  • Graves Light Lenhart Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and has held it in 32 quarters since.
  • Graves Light Lenhart Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $13.2M in Q4 2021.
  • 30 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.