Brown, Lisle/Cummings’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Brown, Lisle/Cummings’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	$4.47K	Hold	50	–	–	﹤0.01%	689
2025 Q4	$4.4K	Hold	50	–	–	﹤0.01%	569
2025 Q3	$4.35K	Hold	50	–	–	﹤0.01%	576
2025 Q2	$4.11K	Hold	50	–	–	﹤0.01%	584
2025 Q1	$3.97K	Hold	50	–	–	﹤0.01%	579
2024 Q4	$3.89K	Hold	50	–	–	﹤0.01%	557
2024 Q3	$3.93K	Hold	50	–	–	﹤0.01%	531
2024 Q2	$3.64K	Sell	50 -50	-50%	-$3.56K	﹤0.01%	531
2024 Q1	$7.22K	Hold	100	–	–	﹤0.01%	459
2023 Q4	$6.64K	Hold	100	–	–	﹤0.01%	473
2023 Q3	$6.15K	Sell	100 -125	-56%	-$7.98K	﹤0.01%	455
2023 Q2	$14.3K	Hold	225	–	–	0.01%	373
2023 Q1	$13.9K	Hold	225	–	–	0.01%	364
2022 Q4	$13.9K	Sell	225 -25	-10%	-$1.53K	0.01%	347
2022 Q3	$13.8K	Hold	250	–	–	0.01%	342
2022 Q2	$14.8K	Hold	250	–	–	0.01%	341
2022 Q1	$16.4K	Hold	250	–	–	0.01%	349
2021 Q4	$16.5K	Buy	+250	New	+$15.8K	0.01%	349

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

GVAG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Brown, Lisle/Cummings's DLN Position: Q1 2026 in Review

Brown, Lisle/Cummings held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 50 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Brown, Lisle/Cummings first reported a position in DLN in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.5K in Q4 2021. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Brown, Lisle/Cummings held 50 shares of WisdomTree US LargeCap Dividend Fund worth $4.47K as of Q1 2026.
Brown, Lisle/Cummings left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #689 holding.
Brown, Lisle/Cummings first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's WisdomTree US LargeCap Dividend Fund position peaked at $16.5K in Q4 2021.
468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.