Obermeyer Wealth Partners
DLN icon

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
Q3 		$319K Hold
3,286
– – 0.01% 242
2026
Q2 		$317K Hold
3,286
– – 0.01% 237
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Waterway Wealth Management
Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Lee-Kelleher Wealth Management
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
FIDELIS iM
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
FF
Fox Financial Wyomissing, Pennsylvania $140M AUM 18.32% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Obermeyer Wealth Partners's DLN Position: Q3 2026 in Review

Obermeyer Wealth Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 3,286 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #242.

Obermeyer Wealth Partners first reported a position in DLN in Q2 2025 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Obermeyer Wealth Partners held 3,286 shares of WisdomTree US LargeCap Dividend Fund worth $319K as of Q3 2026.
  • Obermeyer Wealth Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #242 holding.
  • Obermeyer Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 6 quarters since.
  • 220 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.