Live Oak Investment Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Live Oak Investment 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	$658K	Buy	7,364 +742	+11%	+$67.5K	0.39%	59
2025 Q4	$583K	Sell	6,622 -1,266	-16%	-$111K	0.36%	61
2025 Q3	$686K	Buy	7,888 +181	+2%	+$15.3K	0.45%	54
2025 Q2	$633K	Hold	7,707	–	–	0.49%	52
2025 Q1	$612K	Buy	+7,707	New	+$615K	0.48%	53
2024 Q4	–	Hold	0	–	–	–	53
2024 Q3	–	Hold	0	–	–	–	55
2024 Q2	–	Hold	0	–	–	–	40
2023 Q4	–	Hold	0	–	–	–	32
2023 Q3	–	Hold	0	–	–	–	36
2023 Q2	–	Hold	0	–	–	–	36
2023 Q1	–	Hold	0	–	–	–	35
2022 Q4	–	Hold	0	–	–	–	34

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

Live Oak Investment Partners's DLN Position: Q1 2026 in Review

Live Oak Investment Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 11% in Q1 2026, buying an estimated $67.5K and bringing the position to 7,364 shares worth $658K. The position accounts for 0.39% of the portfolio, ranked #59.

Live Oak Investment Partners first reported a position in DLN in Q1 2025 and has held it in 5 quarters since. The position peaked at $686K in Q3 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Live Oak Investment Partners held 7,364 shares of WisdomTree US LargeCap Dividend Fund worth $658K as of Q1 2026.
Live Oak Investment Partners bought 742 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $67.5K.
WisdomTree US LargeCap Dividend Fund made up 0.39% of Live Oak Investment Partners's portfolio in Q1 2026, its #59 holding.
Live Oak Investment Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 5 quarters since.
Live Oak Investment Partners's WisdomTree US LargeCap Dividend Fund position peaked at $686K in Q3 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.