Moneta Group Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Moneta Group Investment Advisors’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	$469K	Hold	5,245	–	–	﹤0.01%	519
2025 Q4	$462K	Hold	5,245	–	–	﹤0.01%	519
2025 Q3	$456K	Buy	5,245 +246	+5%	+$20.8K	﹤0.01%	521
2025 Q2	$411K	Hold	4,999	–	–	﹤0.01%	484
2025 Q1	$397K	Sell	4,999 -1,307	-21%	-$104K	0.01%	472
2024 Q4	$491K	Hold	6,306	–	–	0.01%	417
2024 Q3	$495K	Sell	6,306 -1,144	-15%	-$86.3K	0.01%	407
2024 Q2	$542K	Buy	7,450 +1,144	+18%	+$81.4K	0.01%	373
2024 Q1	$455K	Buy	+6,306	New	+$433K	0.01%	394

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

Moneta Group Investment Advisors's DLN Position: Q1 2026 in Review

Moneta Group Investment Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 5,245 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Moneta Group Investment Advisors first reported a position in DLN in Q1 2024 and has held it in 9 quarters since. The position peaked at $542K in Q2 2024. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Moneta Group Investment Advisors held 5,245 shares of WisdomTree US LargeCap Dividend Fund worth $469K as of Q1 2026.
Moneta Group Investment Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #519 holding.
Moneta Group Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and has held it in 9 quarters since.
Moneta Group Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $542K in Q2 2024.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.