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

SpringVest 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	$368K	Sell	4,125 -66	-2%	-$6K	0.25%	48
2025 Q4	$369K	Sell	4,191 -2,360	-36%	-$206K	0.26%	46
2025 Q3	$570K	Hold	6,551	–	–	0.42%	37
2025 Q2	$538K	Hold	6,551	–	–	0.44%	36
2025 Q1	$520K	Hold	6,551	–	–	0.43%	37
2024 Q4	$510K	Buy	+6,551	New	+$522K	0.44%	37

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

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

SpringVest Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.6% in Q1 2026, selling an estimated $6K and leaving 4,125 shares worth $368K. The position accounts for 0.25% of the portfolio, ranked #48.

SpringVest Wealth Management first reported a position in DLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $570K in Q3 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

SpringVest Wealth Management held 4,125 shares of WisdomTree US LargeCap Dividend Fund worth $368K as of Q1 2026.
SpringVest Wealth Management sold 66 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $6K.
WisdomTree US LargeCap Dividend Fund made up 0.25% of SpringVest Wealth Management's portfolio in Q1 2026, its #48 holding.
SpringVest Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
SpringVest Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $570K in Q3 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.