Mather Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Mather Group’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 Q3	$3.12M	Hold	32,075	–	–	0.03%	219
2026 Q2	$3.09M	Hold	32,075	–	–	0.03%	209
2026 Q1	$2.87M	Hold	32,075	–	–	0.03%	186
2025 Q4	$2.83M	Hold	32,075	–	–	0.03%	167
2025 Q3	$2.79M	Hold	32,075	–	–	0.03%	166
2025 Q2	$2.63M	Sell	32,075 -208	-0.6%	-$16.2K	0.03%	167
2025 Q1	$2.56M	Sell	32,283 -940	-3%	-$75K	0.03%	161
2024 Q4	$2.58M	Sell	33,223 -444	-1%	-$35.4K	0.03%	147
2024 Q3	$2.64M	Sell	33,667 -98	-0.3%	-$7.4K	0.03%	150
2024 Q2	$2.44M	Buy	33,765 +6,685	+25%	+$476K	0.03%	164
2024 Q1	$1.8M	Sell	27,080 -9,076	-25%	-$623K	0.03%	163
2023 Q4	$2.4M	Hold	36,156	–	–	0.04%	152
2023 Q3	$2.22M	Sell	36,156 -141	-0.4%	-$9K	0.04%	148
2023 Q2	$2.31M	Hold	36,297	–	–	0.04%	153
2023 Q1	$2.25M	Sell	36,297 -20	-0.1%	-$1.24K	0.04%	140
2022 Q4	$2.25M	Buy	36,317 +8,872	+32%	+$542K	0.04%	129
2022 Q3	$1.52M	Buy	27,445 +7,688	+39%	+$466K	0.03%	151
2022 Q2	$1.17M	Buy	+19,757	New	+$1.24M	0.03%	164

Other funds holding DLN

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Mather Group's DLN Position: Q3 2026 in Review

Mather Group held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 32,075 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #219.

Mather Group first reported a position in DLN in Q2 2022 and has held it in 18 quarters since. 86 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Mather Group held 32,075 shares of WisdomTree US LargeCap Dividend Fund worth $3.12M as of Q3 2026.
Mather Group left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Dividend Fund made up 0.03% of Mather Group's portfolio in Q3 2026, its #219 holding.
Mather Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 18 quarters since.
86 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.