Summit Trail Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Summit Trail Advisors’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	$491K	Buy	+5,500	New	+$500K	0.01%	1171
2024 Q2	–	Sell	-5,500	Closed	-$397K	–	630
2024 Q1	$397K	Hold	5,500	–	–	0.01%	388
2023 Q4	$365K	Hold	5,500	–	–	0.01%	349
2023 Q3	$338K	Hold	5,500	–	–	0.01%	350
2023 Q2	$350K	Hold	5,500	–	–	0.01%	339
2023 Q1	$340K	Hold	5,500	–	–	0.01%	292
2022 Q4	$341K	Hold	5,500	–	–	0.02%	258
2022 Q3	$304K	Hold	5,500	–	–	0.02%	255
2022 Q2	$325K	Buy	+5,500	New	+$346K	0.02%	253

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

Summit Trail Advisors's DLN Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026: 5,500 shares worth $491K. The stake represents 0.01% of the portfolio and ranks #1171 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in DLN as recently as Q1 2024.

Summit Trail Advisors first reported a position in DLN in Q2 2022 and has held it in 9 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Summit Trail Advisors held 5,500 shares of WisdomTree US LargeCap Dividend Fund worth $491K as of Q1 2026.
WisdomTree US LargeCap Dividend Fund was a new Summit Trail Advisors position in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1171 holding.
Summit Trail Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 9 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.