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DLN icon

NewEdge Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

NewEdge 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 		$1.63M Sell
18,294
-399
-2% -$36.3K 0.01% 1211
2025
Q4 		$1.65M Buy
18,693
+3,451
+23% +$301K 0.01% 1174
2025
Q3 		$1.33M Buy
15,242
+2,684
+21% +$227K 0.01% 1239
2025
Q2 		$1.03M Buy
12,558
+1,562
+14% +$122K 0.01% 1271
2025
Q1 		$873K Buy
10,996
+525
+5% +$41.9K 0.01% 1260
2024
Q4 		$815K Buy
10,471
+1
+0% +$80 ﹤0.01% 1274
2024
Q3 		$823K Sell
10,470
-249
-2% -$18.8K 0.01% 1191
2024
Q2 		$780K Buy
10,719
+6,469
+152% +$460K 0.01% 1182
2024
Q1 		$307K Buy
4,250
+250
+6% +$17.2K ﹤0.01% 1634
2023
Q4 		$268K Buy
4,000
+1
+0% +$63 ﹤0.01% 1595
2023
Q3 		$246K Sell
3,999
-104
-3% -$6.64K ﹤0.01% 1533
2023
Q2 		$261K Buy
4,103
+3,911
+2,037% +$243K ﹤0.01% 1514
2023
Q1 		$11.9K Sell
192
-7,311
-97% -$454K ﹤0.01% 2514
2022
Q4 		$446K Buy
7,503
+615
+9% +$37.5K 0.01% 830
2022
Q3 		$380K Hold
6,888
– – 0.01% 1087
2022
Q2 		$407K Buy
+6,888
New +$433K 0.01% 1073
2017
Q3 		– Sell
-288
Closed -$12.1K – 547
2017
Q2 		$12.1K Buy
+288
New +$12K ﹤0.01% 892

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

NewEdge Advisors's DLN Position: Q1 2026 in Review

NewEdge Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.1% in Q1 2026, selling an estimated $36.3K and leaving 18,294 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #1211.

NewEdge Advisors first reported a position in DLN in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.65M in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • NewEdge Advisors held 18,294 shares of WisdomTree US LargeCap Dividend Fund worth $1.63M as of Q1 2026.
  • NewEdge Advisors sold 399 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $36.3K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1211 holding.
  • NewEdge Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2017 and has held it in 17 quarters since.
  • NewEdge Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $1.65M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.