Kelman-Lazarov Inc’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $345K | Buy |
3,857
+5
| +0.1% | +$455 | 0.05% | 108 |
|
|
2025
Q4 | $339K | Sell |
3,852
-51
| -1% | -$4.45K | 0.05% | 108 |
|
|
2025
Q3 | $340K | Sell |
3,903
-65
| -2% | -$5.5K | 0.05% | 107 |
|
|
2025
Q2 | $326K | Sell |
3,968
-65
| -2% | -$5.08K | 0.05% | 98 |
|
|
2025
Q1 | $320K | Buy |
4,033
+5
| +0.1% | +$399 | 0.06% | 89 |
|
|
2024
Q4 | $313K | Hold |
4,028
| – | – | 0.06% | 88 |
|
|
2024
Q3 | $316K | Hold |
4,028
| – | – | 0.05% | 86 |
|
|
2024
Q2 | $293K | Sell |
4,028
-48
| -1% | -$3.42K | 0.05% | 89 |
|
|
2024
Q1 | $294K | Sell |
4,076
-2,102
| -34% | -$144K | 0.06% | 85 |
|
|
2023
Q4 | $410K | Hold |
6,178
| – | – | 0.09% | 74 |
|
|
2023
Q3 | $380K | Sell |
6,178
-32
| -0.5% | -$2.04K | 0.09% | 73 |
|
|
2023
Q2 | $395K | Sell |
6,210
-35
| -0.6% | -$2.17K | 0.1% | 71 |
|
|
2023
Q1 | $386K | Hold |
6,245
| – | – | 0.1% | 70 |
|
|
2022
Q4 | $387K | Hold |
6,245
| – | – | 0.11% | 65 |
|
|
2022
Q3 | $345K | Hold |
6,245
| – | – | 0.12% | 62 |
|
|
2022
Q2 | $369K | Sell |
6,245
-463
| -7% | -$29.1K | 0.12% | 60 |
|
|
2022
Q1 | $441K | Hold |
6,708
| – | – | 0.15% | 53 |
|
|
2021
Q4 | $443K | Hold |
6,708
| – | – | 0.14% | 56 |
|
|
2021
Q3 | $400K | Hold |
6,708
| – | – | 0.14% | 53 |
|
|
2021
Q2 | $404K | Sell |
6,708
-220
| -3% | -$13.1K | 0.14% | 53 |
|
|
2021
Q1 | $397K | Hold |
6,928
| – | – | 0.14% | 53 |
|
|
2020
Q4 | $372K | Hold |
6,928
| – | – | 0.14% | 52 |
|
|
2020
Q3 | $336K | Sell |
6,928
-46
| -0.7% | -$2.23K | 0.15% | 53 |
|
|
2020
Q2 | $324K | Sell |
6,974
-116
| -2% | -$5.22K | 0.15% | 56 |
|
|
2020
Q1 | $287K | Sell |
7,090
-1,492
| -17% | -$73.1K | 0.15% | 60 |
|
|
2019
Q4 | $455K | Sell |
8,582
-250
| -3% | -$12.7K | 0.2% | 56 |
|
|
2019
Q3 | $437K | Sell |
8,832
-58
| -0.7% | -$2.83K | 0.22% | 61 |
|
|
2019
Q2 | $431K | Sell |
8,890
-1,418
| -14% | -$67.6K | 0.22% | 61 |
|
|
2019
Q1 | $486K | Hold |
10,308
| – | – | 0.26% | 63 |
|
|
2018
Q4 | $435K | Sell |
10,308
-1,000
| -9% | -$45.3K | 0.27% | 68 |
|
|
2018
Q3 | $539K | Hold |
11,308
| – | – | 0.32% | 66 |
|
|
2018
Q2 | $507K | Sell |
11,308
-400
| -3% | -$18K | 0.27% | 75 |
|
|
2018
Q1 | $518K | Hold |
11,708
| – | – | 0.28% | 77 |
|
|
2017
Q4 | $539K | Sell |
11,708
-232
| -2% | -$10.4K | 0.28% | 82 |
|
|
2017
Q3 | $518K | Sell |
11,940
-628
| -5% | -$26.8K | 0.27% | 81 |
|
|
2017
Q2 | $528K | Sell |
12,568
-300
| -2% | -$12.5K | 0.29% | 80 |
|
|
2017
Q1 | $534K | Hold |
12,868
| – | – | 0.34% | 71 |
|
|
2016
Q4 | $514K | Hold |
12,868
| – | – | 0.29% | 78 |
|
|
2016
Q3 | $490K | Sell |
12,868
-850
| -6% | -$32.8K | 0.28% | 79 |
|
|
2016
Q2 | $520K | Hold |
13,718
| – | – | 0.3% | 82 |
|
|
2016
Q1 | $506K | Buy |
+13,718
| New | +$476K | 0.3% | 83 |
|
Other funds holding DLN
GVAG
TC
Kelman-Lazarov Inc's DLN Position: Q1 2026 in Review
Kelman-Lazarov Inc increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.13% in Q1 2026, buying an estimated $455 and bringing the position to 3,857 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #108.
Kelman-Lazarov Inc first reported a position in DLN in Q1 2016 and has held it in 41 quarters since. The position peaked at $539K in Q3 2018. 466 funds tracked by Wall St. Rank hold DLN as of Q1 2026.
- Kelman-Lazarov Inc held 3,857 shares of WisdomTree US LargeCap Dividend Fund worth $345K as of Q1 2026.
- Kelman-Lazarov Inc bought 5 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $455.
- WisdomTree US LargeCap Dividend Fund made up 0.05% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #108 holding.
- Kelman-Lazarov Inc first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2016 and has held it in 41 quarters since.
- Kelman-Lazarov Inc's WisdomTree US LargeCap Dividend Fund position peaked at $539K in Q3 2018.
- 466 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.
Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.