QCM
DLN icon

Quantinno Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Quantinno Capital Management’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 		$578K Buy
6,465
+375
+6% +$34.1K ﹤0.01% 2608
2025
Q4 		$536K Buy
6,090
+1,711
+39% +$149K ﹤0.01% 2358
2025
Q3 		$381K Buy
4,379
+691
+19% +$58.5K ﹤0.01% 2254
2025
Q2 		$303K Buy
+3,688
New +$288K ﹤0.01% 2020

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

Quantinno Capital Management's DLN Position: Q1 2026 in Review

Quantinno Capital Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 6.2% in Q1 2026, buying an estimated $34.1K and bringing the position to 6,465 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

Quantinno Capital Management 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.

  • Quantinno Capital Management held 6,465 shares of WisdomTree US LargeCap Dividend Fund worth $578K as of Q1 2026.
  • Quantinno Capital Management bought 375 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $34.1K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #2608 holding.
  • Quantinno Capital Management 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 Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.