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Noble Wealth Management PBC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Noble Wealth Management PBC’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 		$132K Sell
1,367
-70
-5% -$6.62K 0.06% 190
2026
Q1 		$128K Hold
1,437
– – 0.06% 177
2025
Q4 		$127K Hold
1,437
– – 0.06% 177
2025
Q3 		$125K Buy
+1,437
New +$122K 0.07% 166
2025
Q1 		$114K Sell
1,437
-273
-16% -$21.8K 0.08% 159
2024
Q4 		$133K Buy
+1,710
New +$136K 0.09% 143

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

Noble Wealth Management PBC's DLN Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4.9% in Q2 2026, selling an estimated $6.62K and leaving 1,367 shares worth $132K. The position accounts for 0.06% of the portfolio, ranked #190.

Noble Wealth Management PBC first reported a position in DLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $133K in Q4 2024. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Noble Wealth Management PBC held 1,367 shares of WisdomTree US LargeCap Dividend Fund worth $132K as of Q2 2026.
  • Noble Wealth Management PBC sold 70 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $6.62K.
  • WisdomTree US LargeCap Dividend Fund made up 0.06% of Noble Wealth Management PBC's portfolio in Q2 2026, its #190 holding.
  • Noble Wealth Management PBC first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's WisdomTree US LargeCap Dividend Fund position peaked at $133K in Q4 2024.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.