Jim Simons
DLN icon

Jim Simons’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Jim Simons’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 		$643K Buy
7,200
+2,300
+47% +$209K ﹤0.01% 2494
2025
Q4 		$432K Sell
4,900
-13,000
-73% -$1.14M ﹤0.01% 2631
2025
Q3 		$1.56M Buy
17,900
+12,500
+231% +$1.06M ﹤0.01% 2233
2025
Q2 		$444K Sell
5,400
-9,400
-64% -$734K ﹤0.01% 2896
2025
Q1 		$1.17M Sell
14,800
-100
-0.7% -$7.98K ﹤0.01% 2316
2024
Q4 		$1.16M Sell
14,900
-400
-3% -$31.9K ﹤0.01% 2415
2024
Q3 		$1.2M Buy
15,300
+2,700
+21% +$204K ﹤0.01% 2330
2024
Q2 		$917K Sell
12,600
-24,400
-66% -$1.74M ﹤0.01% 2373
2024
Q1 		$2.67M Buy
37,000
+16,500
+80% +$1.13M ﹤0.01% 1831
2023
Q4 		$1.36M Buy
20,500
+6,400
+45% +$402K ﹤0.01% 2205
2023
Q3 		$867K Buy
14,100
+5,100
+57% +$325K ﹤0.01% 2399
2023
Q2 		$572K Buy
+9,000
New +$558K ﹤0.01% 2802
2022
Q4 		– Sell
-5,700
Closed -$315K – 4163
2022
Q3 		$315K Buy
+5,700
New +$346K ﹤0.01% 3189
2022
Q2 		– Sell
-7,200
Closed -$473K – 4291
2022
Q1 		$473K Sell
7,200
-11,200
-61% -$725K ﹤0.01% 3231
2021
Q4 		$1.22M Buy
+18,400
New +$1.16M ﹤0.01% 2507
2021
Q1 		– Sell
-7,600
Closed -$409K – 3390
2020
Q4 		$409K Buy
+7,600
New +$389K ﹤0.01% 2909
2020
Q1 		– Sell
-10,400
Closed -$551K – 3505
2019
Q4 		$551K Buy
10,400
+5,600
+117% +$285K ﹤0.01% 2866
2019
Q3 		$238K Sell
4,800
-2,000
-29% -$97.5K ﹤0.01% 3095
2019
Q2 		$329K Buy
+6,800
New +$324K ﹤0.01% 3144
2018
Q4 		– Sell
-5,400
Closed -$258K – 3419
2018
Q3 		$258K Sell
5,400
-400
-7% -$18.8K ﹤0.01% 3061
2018
Q2 		$260K Hold
5,800
– – ﹤0.01% 3009
2018
Q1 		$257K Buy
+5,800
New +$267K ﹤0.01% 3122

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $97.6B AUM 29.43% 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 $6.33B AUM 25.27% 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

Jim Simons's DLN Position: Q1 2026 in Review

Jim Simons increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 47% in Q1 2026, buying an estimated $209K and bringing the position to 7,200 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Jim Simons first reported a position in DLN in Q1 2018 and has held it in 22 quarters since. The position peaked at $2.67M in Q1 2024. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Jim Simons held 7,200 shares of WisdomTree US LargeCap Dividend Fund worth $643K as of Q1 2026.
  • Jim Simons bought 2,300 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $209K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2494 holding.
  • Jim Simons first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2018 and has held it in 22 quarters since.
  • Jim Simons's WisdomTree US LargeCap Dividend Fund position peaked at $2.67M in Q1 2024.
  • 468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.