WWM
DLN icon

Western Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Western Wealth Management’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 		$862K Sell
9,655
-251
-3% -$22.8K 0.03% 493
2025
Q4 		$872K Buy
9,906
+1,858
+23% +$162K 0.04% 382
2025
Q3 		$700K Buy
8,048
+508
+7% +$43K 0.04% 375
2025
Q2 		$619K Sell
7,540
-101
-1% -$7.89K 0.04% 368
2025
Q1 		$606K Sell
7,641
-321
-4% -$25.6K 0.04% 344
2024
Q4 		$619K Buy
7,962
+8
+0.1% +$638 0.04% 324
2024
Q3 		$625K Buy
7,954
+195
+3% +$14.7K 0.04% 402
2024
Q2 		$564K Buy
7,759
+211
+3% +$15K 0.04% 339
2024
Q1 		$545K Buy
7,548
+567
+8% +$38.9K 0.04% 348
2023
Q4 		$463K Buy
6,981
+1,740
+33% +$109K 0.03% 436
2023
Q3 		$322K Buy
5,241
+1,376
+36% +$87.8K 0.03% 490
2023
Q2 		$246K Buy
3,865
+328
+9% +$20.3K 0.02% 556
2023
Q1 		$219K Buy
3,537
+50
+1% +$3.1K 0.02% 588
2022
Q4 		$216K Sell
3,487
-3,518
-50% -$215K 0.02% 554
2022
Q3 		$388K Buy
7,005
+1,993
+40% +$121K 0.02% 566
2022
Q2 		$295K Buy
5,012
+205
+4% +$12.9K 0.02% 619
2022
Q1 		$316K Buy
+4,807
New +$311K 0.02% 658
2021
Q2 		$209K Buy
+3,462
New +$206K 0.02% 593
2020
Q2 		– Sell
-5,878
Closed -$237K – 434
2020
Q1 		$237K Buy
5,878
+672
+13% +$32.9K 0.05% 312
2019
Q4 		$276K Hold
5,206
– – 0.04% 329
2019
Q3 		$259K Hold
5,206
– – 0.05% 323
2019
Q2 		$252K Buy
5,206
+728
+16% +$34.7K 0.03% 341
2019
Q1 		$212K Buy
+4,478
New +$204K 0.05% 356

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Western Wealth Management's DLN Position: Q1 2026 in Review

Western Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.5% in Q1 2026, selling an estimated $22.8K and leaving 9,655 shares worth $862K. The position accounts for 0.03% of the portfolio, ranked #493.

Western Wealth Management first reported a position in DLN in Q1 2019 and has held it in 23 quarters since. The position peaked at $872K in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Western Wealth Management held 9,655 shares of WisdomTree US LargeCap Dividend Fund worth $862K as of Q1 2026.
  • Western Wealth Management sold 251 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $22.8K.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #493 holding.
  • Western Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2019 and has held it in 23 quarters since.
  • Western Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $872K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.