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

Parallel 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 		$1.27M Sell
14,165
-1,105
-7% -$100K 0.02% 397
2025
Q4 		$1.35M Buy
15,270
+7
+0% +$611 0.02% 371
2025
Q3 		$1.33M Sell
15,263
-115
-0.7% -$9.73K 0.02% 362
2025
Q2 		$1.26M Sell
15,378
-178
-1% -$13.9K 0.03% 361
2025
Q1 		$1.23M Hold
15,556
– – 0.03% 347
2024
Q4 		$1.21M Sell
15,556
-192
-1% -$15.3K 0.03% 353
2024
Q3 		$1.24M Hold
15,748
– – 0.03% 340
2024
Q2 		$1.15M Hold
15,748
– – 0.03% 337
2024
Q1 		$1.14M Sell
15,748
-2,382
-13% -$164K 0.03% 334
2023
Q4 		$1.2M Sell
18,130
-803
-4% -$50.5K 0.04% 302
2023
Q3 		$1.16M Sell
18,933
-241
-1% -$15.4K 0.04% 291
2023
Q2 		$1.22M Sell
19,174
-1,949
-9% -$121K 0.04% 287
2023
Q1 		$1.31M Sell
21,123
-21
-0.1% -$1.3K 0.04% 263
2022
Q4 		$1.31M Buy
21,144
+3,856
+22% +$235K 0.06% 219
2022
Q3 		$955K Sell
17,288
-901
-5% -$54.6K 0.04% 251
2022
Q2 		$1.07M Sell
18,189
-366
-2% -$23K 0.05% 229
2022
Q1 		$1.24M Sell
18,555
-335
-2% -$21.7K 0.05% 234
2021
Q4 		$1.25M Sell
18,890
-412
-2% -$26.1K 0.05% 236
2021
Q3 		$1.15M Sell
19,302
-592
-3% -$36.5K 0.05% 239
2021
Q2 		$1.2M Sell
19,894
-124
-0.6% -$7.39K 0.05% 226
2021
Q1 		$1.15M Sell
20,018
-24
-0.1% -$1.32K 0.05% 213
2020
Q4 		$1.08M Buy
20,042
+916
+5% +$46.9K 0.06% 201
2020
Q3 		$928K Buy
19,126
+3,290
+21% +$160K 0.06% 191
2020
Q2 		$735K Buy
15,836
+1,692
+12% +$76.1K 0.05% 228
2020
Q1 		$572K Buy
14,144
+1,450
+11% +$71K 0.05% 219
2019
Q4 		$672K Buy
12,694
+4,720
+59% +$241K 0.05% 243
2019
Q3 		$395K Buy
7,974
+7,600
+2,032% +$370K 0.03% 312
2019
Q2 		$18K Sell
374
-1,174
-76% -$56K ﹤0.01% 1326
2019
Q1 		$73K Hold
1,548
– – 0.01% 712
2018
Q4 		$65K Hold
1,548
– – 0.01% 671
2018
Q3 		$74K Hold
1,548
– – 0.01% 684
2018
Q2 		$69K Hold
1,548
– – 0.01% 637
2018
Q1 		$68K Hold
1,548
– – 0.01% 604
2017
Q4 		$71K Hold
1,548
– – 0.01% 587
2017
Q3 		$69K Hold
1,548
– – 0.01% 585
2017
Q2 		$66K Hold
1,548
– – 0.01% 607
2017
Q1 		$64K Sell
1,548
-300
-16% -$12.3K 0.01% 586
2016
Q4 		$74K Buy
+1,848
New +$71.6K 0.02% 464

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

Parallel Advisors's DLN Position: Q1 2026 in Review

Parallel Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 7.2% in Q1 2026, selling an estimated $100K and leaving 14,165 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #397.

Parallel Advisors first reported a position in DLN in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.35M in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Parallel Advisors held 14,165 shares of WisdomTree US LargeCap Dividend Fund worth $1.27M as of Q1 2026.
  • Parallel Advisors sold 1,105 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $100K.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of Parallel Advisors's portfolio in Q1 2026, its #397 holding.
  • Parallel Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $1.35M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.