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

Reynders McVeigh 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
2025 Q4	–	Sell	-4,800	Closed	-$418K	–	201
2025 Q3	$418K	Hold	4,800	–	–	0.02%	137
2025 Q2	$394K	Hold	4,800	–	–	0.02%	148
2025 Q1	$381K	Hold	4,800	–	–	0.02%	153
2024 Q4	$373K	Sell	4,800 -1,000	-17%	-$79.7K	0.02%	154
2024 Q3	$456K	Sell	5,800 -700	-11%	-$52.8K	0.02%	146
2024 Q2	$473K	Hold	6,500	–	–	0.03%	141
2024 Q1	$470K	Hold	6,500	–	–	0.03%	140
2023 Q4	$431K	Hold	6,500	–	–	0.03%	140
2023 Q3	$400K	Sell	6,500 -3,500	-35%	-$223K	0.03%	144
2023 Q2	$636K	Hold	10,000	–	–	0.04%	118
2023 Q1	$619K	Hold	10,000	–	–	0.04%	118
2022 Q4	$619K	Hold	10,000	–	–	0.05%	120
2022 Q3	$553K	Hold	10,000	–	–	0.04%	126
2022 Q2	$591K	Hold	10,000	–	–	0.04%	133
2022 Q1	$657K	Hold	10,000	–	–	0.04%	134
2021 Q4	$660K	Hold	10,000	–	–	0.04%	137
2021 Q3	$596K	Hold	10,000	–	–	0.04%	138
2021 Q2	$602K	Sell	10,000 -4,000	-29%	-$238K	0.04%	140
2021 Q1	$803K	Hold	14,000	–	–	0.05%	118
2020 Q4	$752K	Hold	14,000	–	–	0.05%	124
2020 Q3	$679K	Hold	14,000	–	–	0.05%	127
2020 Q2	$650K	Hold	14,000	–	–	0.06%	122
2020 Q1	$567K	Hold	14,000	–	–	0.06%	116
2019 Q4	$742K	Hold	14,000	–	–	0.07%	126
2019 Q3	$693K	Hold	14,000	–	–	0.07%	123
2019 Q2	$678K	Hold	14,000	–	–	0.07%	123
2019 Q1	$660K	Buy	+14,000	New	+$637K	0.07%	126

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Reynders McVeigh Capital Management's DLN Position: Q4 2025 in Review

Reynders McVeigh Capital Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 4,800 shares — an estimated $418K sold.

Reynders McVeigh Capital Management first reported a position in DLN in Q1 2019 and held it in 27 quarters. The position peaked at $803K in Q1 2021. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

Reynders McVeigh Capital Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Reynders McVeigh Capital Management sold 4,800 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $418K.
Reynders McVeigh Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2019 and held it in 27 quarters.
Reynders McVeigh Capital Management's WisdomTree US LargeCap Dividend Fund position peaked at $803K in Q1 2021.
459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Reynders McVeigh Capital Management's 13F filing for Q4 2025, filed 2 Feb 2026.