MIM
DLN icon

MTM Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

MTM Investment Management’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 		$277K Sell
2,876
-246
-8% -$23.2K 0.08% 179
2026
Q1 		$279K Hold
3,122
– – 0.09% 171
2025
Q4 		$275K Hold
3,122
– – 0.09% 177
2025
Q3 		$272K Hold
3,122
– – 0.09% 180
2025
Q2 		$256K Hold
3,122
– – 0.09% 175
2025
Q1 		$247K Hold
3,122
– – 0.1% 175
2024
Q4 		$243K Hold
3,122
– – 0.09% 172
2024
Q3 		$246K Hold
3,122
– – 0.1% 173
2024
Q2 		$227K Hold
3,122
– – 0.09% 177
2024
Q1 		$225K Hold
3,122
– – 0.09% 175
2023
Q4 		$207K Sell
3,122
-540
-15% -$33.9K 0.09% 176
2023
Q3 		$225K Hold
3,662
– – 0.11% 155
2023
Q2 		$233K Hold
3,662
– – 0.11% 163
2023
Q1 		$227K Hold
3,662
– – 0.12% 164
2022
Q4 		$227K Sell
3,662
-200
-5% -$12.2K 0.12% 161
2022
Q3 		$213K Hold
3,862
– – 0.12% 161
2022
Q2 		$231K Hold
3,862
– – 0.12% 155
2022
Q1 		$254K Hold
3,862
– – 0.12% 152
2021
Q4 		$255K Sell
3,862
-844
-18% -$53.4K 0.12% 154
2021
Q3 		$281K Sell
4,706
-200
-4% -$12.3K 0.15% 125
2021
Q2 		$295K Hold
4,906
– – 0.15% 121
2021
Q1 		$281K Sell
4,906
-992
-17% -$54.6K 0.16% 122
2020
Q4 		$317K Buy
+5,898
New +$302K 0.2% 110

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MTM Investment Management's DLN Position: Q2 2026 in Review

MTM Investment Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 7.9% in Q2 2026, selling an estimated $23.2K and leaving 2,876 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #179.

MTM Investment Management first reported a position in DLN in Q4 2020 and has held it in 23 quarters since. The position peaked at $317K in Q4 2020. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • MTM Investment Management held 2,876 shares of WisdomTree US LargeCap Dividend Fund worth $277K as of Q2 2026.
  • MTM Investment Management sold 246 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $23.2K.
  • WisdomTree US LargeCap Dividend Fund made up 0.08% of MTM Investment Management's portfolio in Q2 2026, its #179 holding.
  • MTM Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $317K in Q4 2020.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.