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

Willow Creek 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
2025 Q3	$464K	Hold	5,329	–	–	0.04%	113
2025 Q2	$438K	Hold	5,329	–	–	0.04%	108
2025 Q1	$423K	Sell	5,329 -87	-2%	-$6.94K	0.04%	97
2024 Q4	$421K	Hold	5,416	–	–	0.04%	96
2024 Q3	$425K	Sell	5,416 -267	-5%	-$20.1K	0.04%	98
2024 Q2	$413K	Sell	5,683 -280	-5%	-$19.9K	0.05%	98
2024 Q1	$430K	Sell	5,963 -147	-2%	-$10.1K	0.05%	92
2023 Q4	$406K	Hold	6,110	–	–	0.05%	91
2023 Q3	$376K	Sell	6,110 -524	-8%	-$33.4K	0.06%	90
2023 Q2	$422K	Hold	6,634	–	–	0.06%	92
2023 Q1	$410K	Hold	6,634	–	–	0.06%	82
2022 Q4	$411K	Hold	6,634	–	–	0.07%	78
2022 Q3	$367K	Hold	6,634	–	–	0.07%	80
2022 Q2	$392K	Buy	6,634 +524	+9%	+$32.9K	0.07%	79
2022 Q1	$402K	Hold	6,110	–	–	0.08%	71
2021 Q4	$404K	Hold	6,110	–	–	0.08%	71
2021 Q3	$364K	Hold	6,110	–	–	0.08%	75
2021 Q2	$368K	Hold	6,110	–	–	0.09%	72
2021 Q1	$350K	Hold	6,110	–	–	0.13%	57
2020 Q4	$328K	Sell	6,110 -306	-5%	-$15.7K	0.12%	59
2020 Q3	$311K	Hold	6,416	–	–	0.13%	54
2020 Q2	$298K	Hold	6,416	–	–	0.13%	49
2020 Q1	$260K	Hold	6,416	–	–	0.13%	50
2019 Q4	$340K	Hold	6,416	–	–	0.16%	49
2019 Q3	$318K	Hold	6,416	–	–	0.15%	52
2019 Q2	$311K	Hold	6,416	–	–	0.15%	52
2019 Q1	$302K	Hold	6,416	–	–	0.15%	48
2018 Q4	$271K	Hold	6,416	–	–	0.14%	47
2018 Q3	$306K	Hold	6,416	–	–	0.17%	46
2018 Q2	$288K	Hold	6,416	–	–	0.16%	48
2018 Q1	$284K	Buy	+6,416	New	+$296K	0.15%	49

Other funds holding DLN

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

GVAG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Willow Creek Wealth Management's DLN Position: Q3 2025 in Review

Willow Creek Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2025 at 5,329 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #113.

Willow Creek Wealth Management first reported a position in DLN in Q1 2018 and has held it in 31 quarters since. 436 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

Willow Creek Wealth Management held 5,329 shares of WisdomTree US LargeCap Dividend Fund worth $464K as of Q3 2025.
Willow Creek Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2025.
WisdomTree US LargeCap Dividend Fund made up 0.04% of Willow Creek Wealth Management's portfolio in Q3 2025, its #113 holding.
Willow Creek Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2018 and has held it in 31 quarters since.
436 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.