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 Q3	$401K	Hold	4,125	–	–	0.24%	61
2026 Q2	$397K	Hold	4,125	–	–	0.25%	52
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

Fox Financial Wyomissing, Pennsylvania $140M AUM 18.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

SpringVest Wealth Management's DLN Position: Q3 2026 in Review

SpringVest Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 4,125 shares worth $401K. The position accounts for 0.24% of the portfolio, ranked #61.

SpringVest Wealth Management first reported a position in DLN in Q4 2024 and has held it in 8 quarters since. The position peaked at $570K in Q3 2025. 256 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

SpringVest Wealth Management held 4,125 shares of WisdomTree US LargeCap Dividend Fund worth $401K as of Q3 2026.
SpringVest Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Dividend Fund made up 0.24% of SpringVest Wealth Management's portfolio in Q3 2026, its #61 holding.
SpringVest Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 8 quarters since.
SpringVest Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $570K in Q3 2025.
256 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on SpringVest Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.