High Net Worth Advisory Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

High Net Worth Advisory Group’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	$968K	Sell	10,840 -1,740	-14%	-$158K	0.23%	101
2025 Q4	$1.11M	Sell	12,580 -1,600	-11%	-$140K	0.26%	87
2025 Q3	$1.23M	Hold	14,180	–	–	0.3%	76
2025 Q2	$1.16M	Hold	14,180	–	–	0.31%	71
2025 Q1	$1.13M	Hold	14,180	–	–	0.32%	74
2024 Q4	$1.1M	Hold	14,180	–	–	0.31%	73
2024 Q3	$1.11M	Hold	14,180	–	–	0.31%	74
2024 Q2	$1.03M	Hold	14,180	–	–	0.31%	71
2024 Q1	$1.02M	Sell	14,180 -400	-3%	-$27.5K	0.32%	75
2023 Q4	$968K	Hold	14,580	–	–	0.36%	67
2023 Q3	$897K	Hold	14,580	–	–	0.36%	68
2023 Q2	$927K	Hold	14,580	–	–	0.36%	66
2023 Q1	$902K	Hold	14,580	–	–	0.37%	72
2022 Q4	$903K	Hold	14,580	–	–	0.35%	69
2022 Q3	$806K	Hold	14,580	–	–	0.34%	64
2022 Q2	$862K	Hold	14,580	–	–	0.36%	66
2022 Q1	$958K	Hold	14,580	–	–	0.35%	66
2021 Q4	$963K	Buy	+14,580	New	+$922K	0.34%	67

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

High Net Worth Advisory Group's DLN Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 14% in Q1 2026, selling an estimated $158K and leaving 10,840 shares worth $968K. The position accounts for 0.23% of the portfolio, ranked #101.

High Net Worth Advisory Group first reported a position in DLN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.23M in Q3 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

High Net Worth Advisory Group held 10,840 shares of WisdomTree US LargeCap Dividend Fund worth $968K as of Q1 2026.
High Net Worth Advisory Group sold 1,740 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $158K.
WisdomTree US LargeCap Dividend Fund made up 0.23% of High Net Worth Advisory Group's portfolio in Q1 2026, its #101 holding.
High Net Worth Advisory Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's WisdomTree US LargeCap Dividend Fund position peaked at $1.23M in Q3 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.