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

NewEdge Wealth’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	$692K	Sell	7,750 -300	-4%	-$27.3K	0.01%	720
2025 Q4	$709K	Hold	8,050	–	–	0.01%	723
2025 Q3	$695K	Hold	8,050	–	–	0.01%	655
2025 Q2	$672K	Sell	8,050 -130	-2%	-$10.2K	0.01%	623
2025 Q1	$649K	Sell	8,180 -130	-2%	-$10.4K	0.01%	570
2024 Q4	$646K	Sell	8,310 -67	-0.8%	-$5.34K	0.01%	580
2024 Q3	$658K	Sell	8,377 -400	-5%	-$30.2K	0.01%	560
2024 Q2	$639K	Hold	8,777	–	–	0.01%	492
2024 Q1	$608K	Buy	8,777 +67	+0.8%	+$4.6K	0.01%	520
2023 Q4	$578K	Sell	8,710 -382	-4%	-$24K	0.01%	484
2023 Q3	$559K	Sell	9,092 -157	-2%	-$10K	0.02%	448
2023 Q2	$588K	Buy	9,249 +3,842	+71%	+$238K	0.02%	438
2023 Q1	$334K	Buy	+5,407	New	+$336K	0.01%	484

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

NewEdge Wealth's DLN Position: Q1 2026 in Review

NewEdge Wealth reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 3.7% in Q1 2026, selling an estimated $27.3K and leaving 7,750 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #720.

NewEdge Wealth first reported a position in DLN in Q1 2023 and has held it in 13 quarters since. The position peaked at $709K in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

NewEdge Wealth held 7,750 shares of WisdomTree US LargeCap Dividend Fund worth $692K as of Q1 2026.
NewEdge Wealth sold 300 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $27.3K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #720 holding.
NewEdge Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 13 quarters since.
NewEdge Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $709K in Q4 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

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