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

Novus 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 		– Sell
-3,536
Closed -$311K – 48
2025
Q4 		$311K Sell
3,536
-62
-2% -$5.42K 0.7% 35
2025
Q3 		$313K Sell
3,598
-72
-2% -$6.09K 0.72% 34
2025
Q2 		$301K Sell
3,670
-1,140
-24% -$89K 0.46% 56
2025
Q1 		$382K Buy
+4,810
New +$384K 0.39% 70

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

Novus Advisors's DLN Position: Q1 2026 in Review

Novus Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026, closing a stake of 3,536 shares — an estimated $311K sold.

Novus Advisors first reported a position in DLN in Q1 2025 and held it in 4 quarters. The position peaked at $382K in Q1 2025. 466 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Novus Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Novus Advisors sold 3,536 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $311K.
  • Novus Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and held it in 4 quarters.
  • Novus Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $382K in Q1 2025.
  • 466 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Novus Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.