Insight Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Insight Advisors’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	-3,406	Closed	-$300K	–	259
2025 Q4	$300K	Hold	3,406	–	–	0.05%	215
2025 Q3	$296K	Sell	3,406 -47	-1%	-$3.98K	0.05%	217
2025 Q2	$284K	Sell	3,453 -24	-0.7%	-$1.88K	0.05%	228
2025 Q1	$276K	Sell	3,477 -280	-7%	-$22.3K	0.05%	232
2024 Q4	$292K	Sell	3,757 -16	-0.4%	-$1.28K	0.05%	227
2024 Q3	$296K	Hold	3,773	–	–	0.05%	229
2024 Q2	$274K	Sell	3,773 -47	-1%	-$3.34K	0.05%	245
2024 Q1	$276K	Hold	3,820	–	–	0.05%	240
2023 Q4	$254K	Sell	3,820 -86	-2%	-$5.4K	0.05%	236
2023 Q3	$240K	Sell	3,906 -94	-2%	-$6K	0.05%	239
2023 Q2	$254K	Sell	4,000 -1,095	-21%	-$67.9K	0.06%	238
2023 Q1	$315K	Sell	5,095 -2,001	-28%	-$124K	0.07%	217
2022 Q4	$438K	Sell	7,096 -854	-11%	-$52.1K	0.15%	181
2022 Q3	$439K	Sell	7,950 -632	-7%	-$38.3K	0.17%	156
2022 Q2	$529K	Sell	8,582 -488	-5%	-$30.7K	0.18%	143
2022 Q1	$596K	Sell	9,070 -2,748	-23%	-$178K	0.18%	140
2021 Q4	$780K	Sell	11,818 -16,840	-59%	-$1.07M	0.23%	106
2021 Q3	$1.82M	Sell	28,658 -13,044	-31%	-$803K	0.54%	44
2021 Q2	$2.56M	Sell	41,702 -3,754	-8%	-$224K	0.8%	24
2021 Q1	$2.69M	Sell	45,456 -2,374	-5%	-$131K	0.85%	21
2020 Q4	$2.57M	Buy	+47,830	New	+$2.45M	0.97%	17

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

Insight Advisors's DLN Position: Q1 2026 in Review

Insight Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026, closing a stake of 3,406 shares — an estimated $300K sold.

Insight Advisors first reported a position in DLN in Q4 2020 and held it in 21 quarters. The position peaked at $2.69M in Q1 2021. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Insight Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Insight Advisors sold 3,406 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $300K.
Insight Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and held it in 21 quarters.
Insight Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $2.69M in Q1 2021.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.