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Howe & Rusling’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Howe & Rusling’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 		– Sell
-1,618
Closed -$143K – 484
2025
Q4 		$143K Hold
1,618
– – 0.01% 313
2025
Q3 		$141K Hold
1,618
– – 0.01% 303
2025
Q2 		$133K Buy
+1,618
New +$126K 0.01% 301

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

Howe & Rusling's DLN Position: Q1 2026 in Review

Howe & Rusling sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026, closing a stake of 1,618 shares — an estimated $143K sold.

Howe & Rusling first reported a position in DLN in Q2 2025 and held it in 3 quarters. The position peaked at $143K in Q4 2025. 466 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Howe & Rusling reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Howe & Rusling sold 1,618 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $143K.
  • Howe & Rusling first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and held it in 3 quarters.
  • Howe & Rusling's WisdomTree US LargeCap Dividend Fund position peaked at $143K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.