NerdWallet Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

NerdWallet Wealth Partners’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	$25.4M	Buy	263,948 +28,902	+12%	+$2.73M	8.76%	3
2026 Q1	$21M	Buy	235,046 +12,803	+6%	+$1.16M	9.16%	3
2025 Q4	$19.5M	Buy	222,243 +20,130	+10%	+$1.76M	8.76%	3
2025 Q3	$17.6M	Buy	+202,113	New	+$17.1M	8.61%	3

Other funds holding DLN

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return