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Private Wealth Management Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Private Wealth Management Group’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
-70
Closed -$6.17K – 1466
2025
Q4 		$6.17K Buy
+70
New +$6.11K ﹤0.01% 688

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Private Wealth Management Group's DLN Position: Q1 2026 in Review

Private Wealth Management Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026, closing a stake of 70 shares — an estimated $6.17K sold.

Private Wealth Management Group first reported a position in DLN in Q4 2025 and held it in 1 quarter. The position peaked at $6.17K in Q4 2025. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Private Wealth Management Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 70 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $6.17K.
  • Private Wealth Management Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and held it in 1 quarter.
  • Private Wealth Management Group's WisdomTree US LargeCap Dividend Fund position peaked at $6.17K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.