Sheets Smith Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sheets Smith Wealth 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 Q3	$369K	Buy	3,793 +198	+6%	+$19.7K	0.04%	323
2026 Q2	$346K	Buy	3,595 +2	+0.1%	+$189	0.03%	339
2026 Q1	$321K	Buy	3,593 +2	+0.1%	+$182	0.04%	343
2025 Q4	$316K	Buy	3,591 +2	+0.1%	+$175	0.03%	341
2025 Q3	$312K	Buy	3,589 +2	+0.1%	+$169	0.04%	335
2025 Q2	$295K	Buy	3,587 +3	+0.1%	+$234	0.03%	345
2025 Q1	$284K	Buy	3,584 +11	+0.3%	+$878	0.04%	306
2024 Q4	$278K	Buy	3,573 +13	+0.4%	+$1.04K	0.03%	322
2024 Q3	$280K	Buy	3,560 +5	+0.1%	+$377	0.03%	322
2024 Q2	$259K	Buy	3,555 +2	+0.1%	+$142	0.03%	334
2024 Q1	$256K	Buy	3,553 +2	+0.1%	+$137	0.03%	338
2023 Q4	$236K	Sell	3,551 -22	-0.6%	-$1.38K	0.03%	314
2023 Q3	$220K	Buy	3,573 +2	+0.1%	+$128	0.03%	297
2023 Q2	$227K	Sell	3,571 -205	-5%	-$12.7K	0.03%	301
2023 Q1	$234K	Buy	+3,776	New	+$234K	0.04%	287

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

Sheets Smith Wealth Management's DLN Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 5.5% in Q3 2026, buying an estimated $19.7K and bringing the position to 3,793 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #323.

Sheets Smith Wealth Management first reported a position in DLN in Q1 2023 and has held it in 15 quarters since. 151 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Sheets Smith Wealth Management held 3,793 shares of WisdomTree US LargeCap Dividend Fund worth $369K as of Q3 2026.
Sheets Smith Wealth Management bought 198 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $19.7K.
WisdomTree US LargeCap Dividend Fund made up 0.04% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #323 holding.
Sheets Smith Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 15 quarters since.
151 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.