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H&H Retirement Design & Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

H&H Retirement Design & 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 		$6.95M Sell
73,930
-1,593
-2% -$145K 3.27% 7
2025
Q4 		$6.91M Buy
75,523
+3,428
+5% +$299K 3.52% 7
2025
Q3 		$6.28M Sell
72,095
-994
-1% -$84.1K 3.33% 6
2025
Q2 		$6.08M Buy
73,089
+5,680
+8% +$444K 3.34% 6
2025
Q1 		$4.94M Sell
67,409
-439
-0.6% -$35K 3.29% 8
2024
Q4 		$5.53M Sell
67,848
-852
-1% -$67.9K 3.36% 7
2024
Q3 		$5.48M Buy
68,700
+2,595
+4% +$196K 3.23% 6
2024
Q2 		$4.96M Buy
66,105
+939
+1% +$66.8K 3.06% 9
2024
Q1 		$4.53M Sell
65,166
-7,717
-11% -$530K 2.99% 8
2023
Q4 		$4.96M Buy
72,883
+163
+0.2% +$10.2K 3.13% 9
2023
Q3 		$4.48M Sell
72,720
-445
-0.6% -$28.4K 3.1% 9
2023
Q2 		$4.69M Sell
73,165
-724
-1% -$44.9K 3.11% 8
2023
Q1 		$4.65M Buy
+73,889
New +$4.59M 2.96% 9

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

H&H Retirement Design & Management's DLN Position: Q1 2026 in Review

H&H Retirement Design & Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.1% in Q1 2026, selling an estimated $145K and leaving 73,930 shares worth $6.95M. The position accounts for 3.27% of the portfolio, ranked #7.

H&H Retirement Design & Management first reported a position in DLN in Q1 2023 and has held it in 13 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • H&H Retirement Design & Management held 73,930 shares of WisdomTree US LargeCap Dividend Fund worth $6.95M as of Q1 2026.
  • H&H Retirement Design & Management sold 1,593 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $145K.
  • WisdomTree US LargeCap Dividend Fund made up 3.27% of H&H Retirement Design & Management's portfolio in Q1 2026, its #7 holding.
  • H&H Retirement Design & Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 13 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.