Tiemann Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Tiemann Investment 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 Q2	$272K	Hold	2,824	–	–	0.1%	154
2026 Q1	$252K	Hold	2,824	–	–	0.1%	160
2025 Q4	$249K	Hold	2,824	–	–	0.1%	156
2025 Q3	$246K	Hold	2,824	–	–	0.09%	169
2025 Q2	$232K	Hold	2,824	–	–	0.1%	171
2025 Q1	$224K	Hold	2,824	–	–	0.1%	174
2024 Q4	$220K	Hold	2,824	–	–	0.1%	179
2024 Q3	$222K	Hold	2,824	–	–	0.1%	178
2024 Q2	$205K	Hold	2,824	–	–	0.09%	179
2024 Q1	$204K	Buy	+2,824	New	+$194K	0.09%	196
2021 Q1	–	Sell	-5,706	Closed	-$307K	–	207
2020 Q4	$307K	Buy	+5,706	New	+$292K	0.16%	143

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tiemann Investment Advisors's DLN Position: Q2 2026 in Review

Tiemann Investment Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 2,824 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #154.

Tiemann Investment Advisors first reported a position in DLN in Q4 2020 and has held it in 11 quarters since. The position peaked at $307K in Q4 2020. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Tiemann Investment Advisors held 2,824 shares of WisdomTree US LargeCap Dividend Fund worth $272K as of Q2 2026.
Tiemann Investment Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.1% of Tiemann Investment Advisors's portfolio in Q2 2026, its #154 holding.
Tiemann Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and has held it in 11 quarters since.
Tiemann Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $307K in Q4 2020.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.