Level Four Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Level Four Advisory Services’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	$300K	Sell	3,362 -25	-0.7%	-$2.27K	0.01%	712
2025 Q4	$298K	Sell	3,387 -100	-3%	-$8.73K	0.01%	696
2025 Q3	$303K	Hold	3,487	–	–	0.01%	665
2025 Q2	$286K	Hold	3,487	–	–	0.01%	659
2025 Q1	$277K	Hold	3,487	–	–	0.01%	646
2024 Q4	$271K	Hold	3,487	–	–	0.01%	642
2024 Q3	$273K	Hold	3,487	–	–	0.01%	654
2024 Q2	$254K	Hold	3,487	–	–	0.01%	659
2024 Q1	$231K	Hold	3,487	–	–	0.01%	684
2023 Q4	$231K	Sell	3,487 -50	-1%	-$3.14K	0.01%	682
2023 Q3	$217K	Hold	3,537	–	–	0.01%	667
2023 Q2	$225K	Sell	3,537 -9	-0.3%	-$558	0.01%	703
2023 Q1	$219K	Hold	3,546	–	–	0.01%	667
2022 Q4	$220K	Buy	+3,546	New	+$216K	0.02%	593

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

Level Four Advisory Services's DLN Position: Q1 2026 in Review

Level Four Advisory Services reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.74% in Q1 2026, selling an estimated $2.27K and leaving 3,362 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #712.

Level Four Advisory Services first reported a position in DLN in Q4 2022 and has held it in 14 quarters since. The position peaked at $303K in Q3 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Level Four Advisory Services held 3,362 shares of WisdomTree US LargeCap Dividend Fund worth $300K as of Q1 2026.
Level Four Advisory Services sold 25 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $2.27K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #712 holding.
Level Four Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 14 quarters since.
Level Four Advisory Services's WisdomTree US LargeCap Dividend Fund position peaked at $303K in Q3 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.