Robinson Smith Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Robinson Smith Wealth 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	$425K	Hold	4,763	–	–	0.29%	55
2025 Q4	$420K	Hold	4,763	–	–	0.29%	54
2025 Q3	$415K	Hold	4,763	–	–	0.3%	54
2025 Q2	$391K	Hold	4,763	–	–	0.31%	54
2025 Q1	$378K	Hold	4,763	–	–	0.32%	59
2024 Q4	$371K	Hold	4,763	–	–	0.31%	57
2024 Q3	$374K	Hold	4,763	–	–	0.32%	58
2024 Q2	$347K	Hold	4,763	–	–	0.31%	60
2024 Q1	$344K	Hold	4,763	–	–	0.33%	57
2023 Q4	$316K	Buy	+4,763	New	+$299K	0.31%	64

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Robinson Smith Wealth Advisors's DLN Position: Q1 2026 in Review

Robinson Smith Wealth Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 4,763 shares worth $425K. The position accounts for 0.29% of the portfolio, ranked #55.

Robinson Smith Wealth Advisors first reported a position in DLN in Q4 2023 and has held it in 10 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Robinson Smith Wealth Advisors held 4,763 shares of WisdomTree US LargeCap Dividend Fund worth $425K as of Q1 2026.
Robinson Smith Wealth Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.29% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Robinson Smith Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.