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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
Q3 		$113K Sell
1,167
-200
-15% -$19.9K 0.05% 200
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

LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Noble Wealth Management PBC's DLN Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 15% in Q3 2026, selling an estimated $19.9K and leaving 1,167 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #200.

Noble Wealth Management PBC first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $133K in Q4 2024. 30 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Noble Wealth Management PBC held 1,167 shares of WisdomTree US LargeCap Dividend Fund worth $113K as of Q3 2026.
  • Noble Wealth Management PBC sold 200 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $19.9K.
  • WisdomTree US LargeCap Dividend Fund made up 0.05% of Noble Wealth Management PBC's portfolio in Q3 2026, its #200 holding.
  • Noble Wealth Management PBC first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's WisdomTree US LargeCap Dividend Fund position peaked at $133K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.