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

Precedent 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	$212K	Hold	2,182	–	–	0.03%	199
2026 Q2	$210K	Buy	+2,182	New	+$206K	0.03%	202
2025 Q2	–	Sell	-2,561	Closed	-$203K	–	173
2025 Q1	$203K	Sell	2,561 -822	-24%	-$65.6K	0.06%	153
2024 Q4	$263K	Sell	3,383 -235	-6%	-$18.7K	0.09%	136
2024 Q3	$284K	Sell	3,618 -263	-7%	-$19.8K	0.09%	135
2024 Q2	$282K	Hold	3,881	–	–	0.11%	125
2024 Q1	$280K	Hold	3,881	–	–	0.12%	119
2023 Q4	$258K	Buy	+3,881	New	+$244K	0.13%	119

Other funds holding DLN

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

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

Precedent Wealth Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 2,182 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #199.

Precedent Wealth Partners first reported a position in DLN in Q4 2023 and has held it in 8 quarters since. The position peaked at $284K in Q3 2024. 151 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Precedent Wealth Partners held 2,182 shares of WisdomTree US LargeCap Dividend Fund worth $212K as of Q3 2026.
Precedent Wealth Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Dividend Fund made up 0.03% of Precedent Wealth Partners's portfolio in Q3 2026, its #199 holding.
Precedent Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 8 quarters since.
Precedent Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $284K in Q3 2024.
151 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

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