NWM
DLN icon

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

Nova Wealth Management’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 		$256K Sell
2,654
-12
-0.5% -$1.13K 0.14% 125
2026
Q1 		$238K Buy
2,666
+9
+0.3% +$818 0.16% 122
2025
Q4 		$234K Sell
2,657
-14
-0.5% -$1.22K 0.16% 117
2025
Q3 		$232K Buy
2,671
+61
+2% +$5.16K 0.16% 115
2025
Q2 		$214K Buy
2,610
+2,239
+604% +$175K 0.16% 128
2025
Q1 		$29.4K Buy
+371
New +$29.6K 0.03% 252

Other funds holding DLN

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Nova Wealth Management's DLN Position: Q2 2026 in Review

Nova Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.45% in Q2 2026, selling an estimated $1.13K and leaving 2,654 shares worth $256K. The position accounts for 0.14% of the portfolio, ranked #125.

Nova Wealth Management first reported a position in DLN in Q1 2025 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Nova Wealth Management held 2,654 shares of WisdomTree US LargeCap Dividend Fund worth $256K as of Q2 2026.
  • Nova Wealth Management sold 12 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.13K.
  • WisdomTree US LargeCap Dividend Fund made up 0.14% of Nova Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Nova Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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