KWM
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Kaydan Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kaydan Wealth Management’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 		$762K Buy
8,529
+27
+0.3% +$2.46K 0.25% 51
2025
Q4 		$749K Sell
8,502
-63
-0.7% -$5.5K 0.22% 50
2025
Q3 		$745K Sell
8,565
-24
-0.3% -$2.03K 0.21% 52
2025
Q2 		$706K Sell
8,589
-486
-5% -$38K 0.23% 50
2025
Q1 		$720K Buy
9,075
+98
+1% +$7.82K 0.23% 48
2024
Q4 		$698K Buy
8,977
+275
+3% +$21.9K 0.23% 47
2024
Q3 		$684K Buy
8,702
+231
+3% +$17.4K 0.2% 49
2024
Q2 		$616K Buy
8,471
+745
+10% +$53K 0.22% 51
2024
Q1 		$558K Sell
7,726
-26
-0.3% -$1.78K 0.19% 52
2023
Q4 		$515K Sell
7,752
-220
-3% -$13.8K 0.21% 50
2023
Q3 		$490K Sell
7,972
-126
-2% -$8.04K 0.2% 52
2023
Q2 		$515K Buy
8,098
+15
+0.2% +$931 0.22% 50
2023
Q1 		$500K Buy
8,083
+54
+0.7% +$3.35K 0.21% 51
2022
Q4 		$497K Buy
8,029
+50
+0.6% +$3.05K 0.2% 50
2022
Q3 		$441K Buy
7,979
+463
+6% +$28.1K 0.24% 51
2022
Q2 		$444K Sell
7,516
-412
-5% -$25.9K 0.25% 54
2022
Q1 		$521K Buy
7,928
+805
+11% +$52.1K 0.23% 54
2021
Q4 		$470K Buy
+7,123
New +$451K 0.18% 60

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

Kaydan Wealth Management's DLN Position: Q1 2026 in Review

Kaydan Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.32% in Q1 2026, buying an estimated $2.46K and bringing the position to 8,529 shares worth $762K. The position accounts for 0.25% of the portfolio, ranked #51.

Kaydan Wealth Management first reported a position in DLN in Q4 2021 and has held it in 18 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Kaydan Wealth Management held 8,529 shares of WisdomTree US LargeCap Dividend Fund worth $762K as of Q1 2026.
  • Kaydan Wealth Management bought 27 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $2.46K.
  • WisdomTree US LargeCap Dividend Fund made up 0.25% of Kaydan Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Kaydan Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 18 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.