M&T Bank
DLN icon

M&T Bank’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

M&T Bank’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 		$774K Sell
8,665
-502
-5% -$45.6K ﹤0.01% 944
2025
Q4 		$807K Buy
9,167
+1,545
+20% +$135K ﹤0.01% 937
2025
Q3 		$663K Hold
7,622
– – ﹤0.01% 898
2025
Q2 		$626K Sell
7,622
-250
-3% -$19.5K ﹤0.01% 988
2025
Q1 		$625K Sell
7,872
-121
-2% -$9.65K ﹤0.01% 982
2024
Q4 		$622K Buy
7,993
+150
+2% +$12K ﹤0.01% 1081
2024
Q3 		$616K Sell
7,843
-524
-6% -$39.5K ﹤0.01% 1091
2024
Q2 		$609K Hold
8,367
– – ﹤0.01% 1040
2024
Q1 		$604K Sell
8,367
-34
-0.4% -$2.33K ﹤0.01% 1068
2023
Q4 		$558K Buy
8,401
+657
+8% +$41.3K ﹤0.01% 1086
2023
Q3 		$476K Hold
7,744
– – ﹤0.01% 1106
2023
Q2 		$493K Hold
7,744
– – ﹤0.01% 1130
2023
Q1 		$479K Hold
7,744
– – ﹤0.01% 1129
2022
Q4 		$480K Buy
7,744
+716
+10% +$43.7K ﹤0.01% 1117
2022
Q3 		$388K Buy
7,028
+214
+3% +$13K ﹤0.01% 1187
2022
Q2 		$403K Hold
6,814
– – ﹤0.01% 1088
2022
Q1 		$448K Hold
6,814
– – ﹤0.01% 1043
2021
Q4 		$450K Buy
6,814
+3,440
+102% +$218K ﹤0.01% 1073
2021
Q3 		$201K Sell
3,374
-424
-11% -$26.1K ﹤0.01% 1437
2021
Q2 		$229K Sell
3,798
-540
-12% -$32.2K ﹤0.01% 1397
2021
Q1 		$249K Sell
4,338
-41,110
-90% -$2.26M ﹤0.01% 1317
2020
Q4 		$2.44M Buy
45,448
+272
+0.6% +$13.9K 0.01% 528
2020
Q3 		$2.19M Buy
45,176
+278
+0.6% +$13.5K 0.01% 509
2020
Q2 		$2.08M Buy
44,898
+636
+1% +$28.6K 0.01% 505
2020
Q1 		$1.79M Buy
+44,262
New +$2.17M 0.01% 546
2019
Q4 		– Sell
-41,896
Closed -$2.08M – 1448
2019
Q3 		$2.08M Sell
41,896
-504
-1% -$24.6K 0.01% 509
2019
Q2 		$2.06M Buy
42,400
+1,604
+4% +$76.5K 0.01% 518
2019
Q1 		$1.92M Buy
40,796
+886
+2% +$40.3K 0.01% 530
2018
Q4 		$1.69M Buy
39,910
+262
+0.7% +$11.9K 0.01% 534
2018
Q3 		$1.89M Buy
39,648
+3,254
+9% +$153K 0.01% 559
2018
Q2 		$1.63M Hold
36,394
– – 0.01% 598
2018
Q1 		$1.61M Sell
36,394
-2
-0% -$92 0.01% 603
2017
Q4 		$1.68M Hold
36,396
– – 0.01% 593
2017
Q3 		$1.58M Sell
36,396
-112
-0.3% -$4.77K 0.01% 609
2017
Q2 		$1.53M Buy
36,508
+938
+3% +$39.2K 0.01% 614
2017
Q1 		$1.48M Buy
35,570
+2,222
+7% +$91.1K 0.01% 619
2016
Q4 		$1.33M Sell
33,348
-6
-0% -$233 0.01% 677
2016
Q3 		$1.28M Hold
33,354
– – 0.01% 687
2016
Q2 		$1.26M Hold
33,354
– – 0.01% 697
2016
Q1 		$1.22M Sell
33,354
-582
-2% -$20.2K 0.01% 708
2015
Q4 		$1.21M Sell
33,936
-10,638
-24% -$381K 0.01% 728
2015
Q3 		$1.5M Sell
44,574
-938
-2% -$33.1K 0.01% 663
2015
Q2 		$1.65M Buy
45,512
+7,762
+21% +$289K 0.01% 692
2015
Q1 		$1.38M Buy
37,750
+3,462
+10% +$128K 0.01% 746
2014
Q4 		$1.27M Buy
34,288
+262
+0.8% +$9.51K 0.01% 766
2014
Q3 		$1.21M Buy
+34,026
New +$1.21M 0.01% 808

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

M&T Bank's DLN Position: Q1 2026 in Review

M&T Bank reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 5.5% in Q1 2026, selling an estimated $45.6K and leaving 8,665 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

M&T Bank first reported a position in DLN in Q3 2014 and has held it in 46 quarters since. The position peaked at $2.44M in Q4 2020. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • M&T Bank held 8,665 shares of WisdomTree US LargeCap Dividend Fund worth $774K as of Q1 2026.
  • M&T Bank sold 502 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $45.6K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of M&T Bank's portfolio in Q1 2026, its #944 holding.
  • M&T Bank first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2014 and has held it in 46 quarters since.
  • M&T Bank's WisdomTree US LargeCap Dividend Fund position peaked at $2.44M in Q4 2020.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.