United Advisor Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

United Advisor Group’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	$10.9M	Buy	122,029 +854	+0.7%	+$77.6K	1.34%	10
2025 Q4	$10.7M	Buy	121,175 +3,944	+3%	+$344K	1.33%	12
2025 Q3	$10.2M	Buy	117,231 +8,687	+8%	+$735K	1.37%	11
2025 Q2	$8.92M	Sell	108,544 -404	-0.4%	-$31.6K	1.54%	10
2025 Q1	$8.65M	Buy	108,948 +5,685	+6%	+$454K	1.77%	10
2024 Q4	$8.03M	Buy	103,263 +11,021	+12%	+$879K	1.59%	9
2024 Q3	$7.25M	Buy	92,242 +13,574	+17%	+$1.02M	1.64%	10
2024 Q2	$5.72M	Buy	78,668 +11,245	+17%	+$800K	1.78%	12
2024 Q1	$4.87M	Buy	+67,423	New	+$4.63M	1.83%	12

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

United Advisor Group's DLN Position: Q1 2026 in Review

United Advisor Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.7% in Q1 2026, buying an estimated $77.6K and bringing the position to 122,029 shares worth $10.9M. The position accounts for 1.34% of the portfolio, ranked #10.

United Advisor Group first reported a position in DLN in Q1 2024 and has held it in 9 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

United Advisor Group held 122,029 shares of WisdomTree US LargeCap Dividend Fund worth $10.9M as of Q1 2026.
United Advisor Group bought 854 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $77.6K.
WisdomTree US LargeCap Dividend Fund made up 1.34% of United Advisor Group's portfolio in Q1 2026, its #10 holding.
United Advisor Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 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 United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.