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STALEY CAPITAL ADVISERS’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

STALEY CAPITAL ADVISERS’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 		$495K Sell
5,540
-922
-14% -$83.8K 0.02% 128
2025
Q4 		$569K Buy
6,462
+4
+0.1% +$349 0.02% 132
2025
Q3 		$562K Buy
6,458
+164
+3% +$13.9K 0.02% 134
2025
Q2 		$517K Buy
6,294
+4
+0.1% +$312 0.02% 138
2025
Q1 		$499K Sell
6,290
-1,397
-18% -$111K 0.02% 139
2024
Q4 		$598K Sell
7,687
-56
-0.7% -$4.46K 0.03% 132
2024
Q3 		$608K Buy
7,743
+4
+0.1% +$302 0.03% 129
2024
Q2 		$563K Buy
7,739
+4
+0.1% +$285 0.03% 128
2024
Q1 		$558K Sell
7,735
-341
-4% -$23.4K 0.03% 131
2023
Q4 		$536K Sell
8,076
-2,134
-21% -$134K 0.03% 130
2023
Q3 		$628K Buy
10,210
+348
+4% +$22.2K 0.03% 120
2023
Q2 		$627K Buy
9,862
+5
+0.1% +$310 0.03% 122
2023
Q1 		$610K Buy
9,857
+4
+0% +$248 0.03% 119
2022
Q4 		$610K Buy
9,853
+5
+0.1% +$305 0.04% 111
2022
Q3 		$544K Buy
9,848
+286
+3% +$17.3K 0.03% 114
2022
Q2 		$565K Sell
9,562
-2,000
-17% -$126K 0.03% 114
2022
Q1 		$760K Hold
11,562
– – 0.04% 110
2021
Q4 		$764K Hold
11,562
– – 0.04% 111
2021
Q3 		$690K Hold
11,562
– – 0.04% 111
2021
Q2 		$696K Sell
11,562
-8,124
-41% -$484K 0.04% 109
2021
Q1 		$1.13M Hold
19,686
– – 0.06% 97
2020
Q4 		$1.06M Hold
19,686
– – 0.06% 90
2020
Q3 		$955K Sell
19,686
-80
-0.4% -$3.89K 0.07% 90
2020
Q2 		$918K Sell
19,766
-2,260
-10% -$102K 0.07% 85
2020
Q1 		$891K Sell
22,026
-9,400
-30% -$460K 0.07% 84
2019
Q4 		$1.66M Sell
31,426
-260
-0.8% -$13.2K 0.11% 79
2019
Q3 		$1.57M Hold
31,686
– – 0.12% 75
2019
Q2 		$1.53M Buy
31,686
+246
+0.8% +$11.7K 0.11% 71
2019
Q1 		$1.48M Sell
31,440
-200
-0.6% -$9.1K 0.11% 71
2018
Q4 		$1.34M Sell
31,640
-200
-0.6% -$9.06K 0.11% 73
2018
Q3 		$1.52M Sell
31,840
-600
-2% -$28.1K 0.11% 68
2018
Q2 		$1.46M Hold
32,440
– – 0.11% 66
2018
Q1 		$1.44M Hold
32,440
– – 0.11% 66
2017
Q4 		$1.49M Sell
32,440
-40
-0.1% -$1.79K 0.12% 67
2017
Q3 		$1.41M Hold
32,480
– – 0.12% 66
2017
Q2 		$1.36M Hold
32,480
– – 0.12% 66
2017
Q1 		$1.35M Sell
32,480
-200
-0.6% -$8.2K 0.12% 62
2016
Q4 		$1.31M Sell
32,680
-6,400
-16% -$248K 0.13% 60
2016
Q3 		$1.5M Sell
39,080
-2,600
-6% -$100K 0.15% 57
2016
Q2 		$1.58M Sell
41,680
-2,150
-5% -$79.6K 0.17% 60
2016
Q1 		$1.61M Buy
43,830
+1,000
+2% +$34.7K 0.17% 59
2015
Q4 		$1.52M Sell
42,830
-860
-2% -$30.8K 0.18% 59
2015
Q3 		$1.47M Buy
43,690
+200
+0.5% +$7.07K 0.18% 59
2015
Q2 		$1.58M Sell
43,490
-200
-0.5% -$7.44K 0.18% 58
2015
Q1 		$1.6M Sell
43,690
-2,300
-5% -$84.9K 0.18% 58
2014
Q4 		$1.71M Hold
45,990
– – 0.2% 58
2014
Q3 		$1.64M Hold
45,990
– – 0.2% 58
2014
Q2 		$1.63M Sell
45,990
-4,400
-9% -$152K 0.19% 56
2014
Q1 		$1.7M Sell
50,390
-2,600
-5% -$85.3K 0.22% 54
2013
Q4 		$1.76M Hold
52,990
– – 0.24% 53
2013
Q3 		$1.62M Sell
52,990
-600
-1% -$18.5K 0.25% 53
2013
Q2 		$1.6M Buy
+53,590
New +$1.62M 0.26% 52

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

STALEY CAPITAL ADVISERS's DLN Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 14% in Q1 2026, selling an estimated $83.8K and leaving 5,540 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #128.

STALEY CAPITAL ADVISERS first reported a position in DLN in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.76M in Q4 2013. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • STALEY CAPITAL ADVISERS held 5,540 shares of WisdomTree US LargeCap Dividend Fund worth $495K as of Q1 2026.
  • STALEY CAPITAL ADVISERS sold 922 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $83.8K.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #128 holding.
  • STALEY CAPITAL ADVISERS first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 52 quarters since.
  • STALEY CAPITAL ADVISERS's WisdomTree US LargeCap Dividend Fund position peaked at $1.76M in Q4 2013.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.