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

SHP 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
Q1 		$606K Buy
6,789
+70
+1% +$6.36K 0.05% 133
2025
Q4 		$592K Buy
+6,719
New +$587K 0.05% 130

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 $1.66T 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

SHP Wealth Management's DLN Position: Q1 2026 in Review

SHP Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1% in Q1 2026, buying an estimated $6.36K and bringing the position to 6,789 shares worth $606K. The position accounts for 0.05% of the portfolio, ranked #133.

SHP Wealth Management first reported a position in DLN in Q4 2025 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • SHP Wealth Management held 6,789 shares of WisdomTree US LargeCap Dividend Fund worth $606K as of Q1 2026.
  • SHP Wealth Management bought 70 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $6.36K.
  • WisdomTree US LargeCap Dividend Fund made up 0.05% of SHP Wealth Management's portfolio in Q1 2026, its #133 holding.
  • SHP Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • 468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.