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

Obermeyer Wealth Partners’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 		$294K Hold
3,286
– – 0.01% 245
2025
Q4 		$289K Hold
3,286
– – 0.01% 242
2025
Q3 		$286K Buy
3,286
+322
+11% +$27.2K 0.01% 240
2025
Q2 		$243K Buy
+2,964
New +$232K 0.01% 247

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

Obermeyer Wealth Partners's DLN Position: Q1 2026 in Review

Obermeyer Wealth Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 3,286 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #245.

Obermeyer Wealth Partners first reported a position in DLN in Q2 2025 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Obermeyer Wealth Partners held 3,286 shares of WisdomTree US LargeCap Dividend Fund worth $294K as of Q1 2026.
  • Obermeyer Wealth Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #245 holding.
  • Obermeyer Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 4 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.