Valley Wealth Managers’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Valley Wealth Managers’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	$81.3K	Buy	+836	New	+$83K	﹤0.01%	203
2023 Q4	–	Sell	-395	Closed	-$24.3K	–	357
2023 Q3	$24.3K	Sell	395 -153	-28%	-$9.76K	﹤0.01%	250
2023 Q2	$34.9K	Hold	548	–	–	﹤0.01%	220
2023 Q1	$33.9K	Sell	548 -160	-23%	-$9.93K	﹤0.01%	234
2022 Q4	$43.9K	Hold	708	–	–	﹤0.01%	235
2022 Q3	$39K	Hold	708	–	–	﹤0.01%	255
2022 Q2	$42K	Buy	+708	New	+$44.5K	﹤0.01%	257

Other funds holding DLN

LKWM

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Valley Wealth Managers's DLN Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2026: 836 shares worth $81.3K. The stake represents ﹤0.01% of the portfolio and ranks #203 among its holdings. This is a return to the name: Valley Wealth Managers previously reported a position in DLN as recently as Q3 2023.

Valley Wealth Managers first reported a position in DLN in Q2 2022 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Valley Wealth Managers held 836 shares of WisdomTree US LargeCap Dividend Fund worth $81.3K as of Q3 2026.
WisdomTree US LargeCap Dividend Fund was a new Valley Wealth Managers position in Q3 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #203 holding.
Valley Wealth Managers first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 7 quarters since.
30 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.