Kovitz Investment Group Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kovitz Investment Group Partners’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	$410K	Buy	4,592 +19	+0.4%	+$1.73K	0.01%	418
2025 Q4	$403K	Sell	4,573 -14,254	-76%	-$1.24M	0.01%	412
2025 Q3	$1.64M	Buy	18,827 +9,430	+100%	+$798K	0.01%	712
2025 Q2	$772K	Buy	9,397 +969	+11%	+$75.7K	﹤0.01%	855
2025 Q1	$669K	Buy	8,428 +34	+0.4%	+$2.71K	﹤0.01%	839
2024 Q4	$653K	Buy	+8,394	New	+$669K	﹤0.01%	827

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Kovitz Investment Group Partners's DLN Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.42% in Q1 2026, buying an estimated $1.73K and bringing the position to 4,592 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #418.

Kovitz Investment Group Partners first reported a position in DLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.64M in Q3 2025. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Kovitz Investment Group Partners held 4,592 shares of WisdomTree US LargeCap Dividend Fund worth $410K as of Q1 2026.
Kovitz Investment Group Partners bought 19 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $1.73K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #418 holding.
Kovitz Investment Group Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Kovitz Investment Group Partners's WisdomTree US LargeCap Dividend Fund position peaked at $1.64M in Q3 2025.
468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.