Weaver Consulting Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Weaver Consulting 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 Q3	$240K	Hold	2,474	–	–	0.05%	274
2026 Q2	$238K	Sell	2,474 -150	-6%	-$14.2K	0.05%	262
2026 Q1	$234K	Sell	2,624 -500	-16%	-$45.5K	0.06%	251
2025 Q4	$275K	Hold	3,124	–	–	0.07%	217
2025 Q3	$272K	Sell	3,124 -28	-0.9%	-$2.37K	0.07%	211
2025 Q2	$259K	Sell	3,152 -50	-2%	-$3.91K	0.07%	202
2025 Q1	$254K	Hold	3,202	–	–	0.08%	193
2024 Q4	$249K	Hold	3,202	–	–	0.08%	182
2024 Q3	$252K	Sell	3,202 -100	-3%	-$7.55K	0.08%	188
2024 Q2	$240K	Hold	3,302	–	–	0.08%	173
2024 Q1	$238K	Hold	3,302	–	–	0.09%	176
2023 Q4	$219K	Hold	3,302	–	–	0.09%	178
2023 Q3	$203K	Hold	3,302	–	–	0.09%	175
2023 Q2	$210K	Buy	+3,302	New	+$205K	0.09%	169
2023 Q1	–	Sell	-4,352	Closed	-$270K	–	184
2022 Q4	$270K	Hold	4,352	–	–	0.14%	140
2022 Q3	$240K	Hold	4,352	–	–	0.14%	140
2022 Q2	$257K	Buy	4,352 +500	+13%	+$31.4K	0.14%	133
2022 Q1	$253K	Hold	3,852	–	–	0.12%	144
2021 Q4	$254K	Buy	+3,852	New	+$244K	0.12%	138
2020 Q4	–	Sell	-2,652	Closed	-$129K	–	324
2020 Q3	$129K	Hold	2,652	–	–	0.07%	160
2020 Q2	$123K	Sell	2,652 -856	-24%	-$38.5K	0.07%	164
2020 Q1	$142K	Buy	3,508 +190	+6%	+$9.3K	0.09%	128
2019 Q4	$164K	Hold	3,318	–	–	0.09%	125
2019 Q3	$164K	Hold	3,318	–	–	0.09%	120
2019 Q2	$161K	Hold	3,318	–	–	0.09%	114
2019 Q1	$158K	Buy	+3,318	New	+$151K	0.04%	248

Other funds holding DLN

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

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

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Weaver Consulting Group's DLN Position: Q3 2026 in Review

Weaver Consulting Group held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 2,474 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #274.

Weaver Consulting Group first reported a position in DLN in Q1 2019 and has held it in 26 quarters since. The position peaked at $275K in Q4 2025. 151 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Weaver Consulting Group held 2,474 shares of WisdomTree US LargeCap Dividend Fund worth $240K as of Q3 2026.
Weaver Consulting Group left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Dividend Fund made up 0.05% of Weaver Consulting Group's portfolio in Q3 2026, its #274 holding.
Weaver Consulting Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2019 and has held it in 26 quarters since.
Weaver Consulting Group's WisdomTree US LargeCap Dividend Fund position peaked at $275K in Q4 2025.
151 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.