HBW
DLN icon

Hazlett, Burt & Watson’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Hazlett, Burt & Watson’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 		$455K Buy
5,081
+8
+0.2% +$727 0.14% 152
2025
Q4 		$447K Buy
5,073
+9
+0.2% +$786 0.14% 142
2025
Q3 		$440K Buy
5,064
+10
+0.2% +$846 0.16% 136
2025
Q2 		$416K Buy
5,054
+10
+0.2% +$781 0.17% 121
2025
Q1 		$400K Sell
5,044
-544
-10% -$43.4K 0.18% 117
2024
Q4 		$433K Buy
5,588
+9
+0.2% +$718 0.19% 112
2024
Q3 		$439K Buy
5,579
+10
+0.2% +$755 0.2% 113
2024
Q2 		$405K Buy
5,569
+10
+0.2% +$712 0.21% 104
2024
Q1 		$402K Sell
5,559
-206
-4% -$14.1K 0.24% 87
2023
Q4 		$382K Sell
5,765
-257
-4% -$16.1K 0.26% 83
2023
Q3 		$370K Sell
6,022
-124
-2% -$7.91K 0.28% 77
2023
Q2 		$392K Buy
6,146
+13
+0.2% +$806 0.29% 69
2023
Q1 		$379K Buy
6,133
+29
+0.5% +$1.8K 0.31% 66
2022
Q4 		$380K Buy
6,104
+2,067
+51% +$126K 0.33% 63
2022
Q3 		$223K Buy
4,037
+29
+0.7% +$1.76K 0.22% 102
2022
Q2 		$237K Buy
4,008
+26
+0.7% +$1.64K 0.22% 99
2022
Q1 		$262K Buy
+3,982
New +$258K 0.21% 105

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

Hazlett, Burt & Watson's DLN Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.16% in Q1 2026, buying an estimated $727 and bringing the position to 5,081 shares worth $455K. The position accounts for 0.14% of the portfolio, ranked #152.

Hazlett, Burt & Watson first reported a position in DLN in Q1 2022 and has held it in 17 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Hazlett, Burt & Watson held 5,081 shares of WisdomTree US LargeCap Dividend Fund worth $455K as of Q1 2026.
  • Hazlett, Burt & Watson bought 8 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $727.
  • WisdomTree US LargeCap Dividend Fund made up 0.14% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #152 holding.
  • Hazlett, Burt & Watson first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2022 and has held it in 17 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.