LAMC
DLN icon

Longview Asset Management (California)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Longview Asset Management (California)’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
Q2 		$33.5K Hold
348
– – 0.02% 95
2026
Q1 		$31.1K Sell
348
-52
-13% -$4.73K 0.02% 92
2025
Q4 		$35.2K Hold
400
– – 0.02% 98
2025
Q3 		$34.8K Hold
400
– – 0.02% 99
2025
Q2 		$32.9K Hold
400
– – 0.02% 92
2025
Q1 		$31.7K Sell
400
-48
-11% -$3.83K 0.02% 93
2024
Q4 		$34.9K Buy
+448
New +$35.7K 0.02% 95

Other funds holding DLN

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
FI
FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Longview Asset Management (California)'s DLN Position: Q2 2026 in Review

Longview Asset Management (California) held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 348 shares worth $33.5K. The position accounts for 0.02% of the portfolio, ranked #95.

Longview Asset Management (California) first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.2K in Q4 2025. 114 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Longview Asset Management (California) held 348 shares of WisdomTree US LargeCap Dividend Fund worth $33.5K as of Q2 2026.
  • Longview Asset Management (California) left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of Longview Asset Management (California)'s portfolio in Q2 2026, its #95 holding.
  • Longview Asset Management (California) first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • Longview Asset Management (California)'s WisdomTree US LargeCap Dividend Fund position peaked at $35.2K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.