CT
DLN icon

Coastline Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Coastline Trust’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 		$58.3K Hold
600
– – 0.01% 249
2026
Q2 		$57.8K Hold
600
– – 0.01% 274
2026
Q1 		$53.6K Hold
600
– – 0.01% 277
2025
Q4 		$52.8K Hold
600
– – 0.01% 276
2025
Q3 		$52.2K Hold
600
– – 0.01% 268
2025
Q2 		$49.3K Hold
600
– – 0.01% 270
2025
Q1 		$47.6K Hold
600
– – 0.01% 271
2024
Q4 		$46.7K Hold
600
– – 0.01% 283
2024
Q3 		$47.1K Buy
+600
New +$45.3K 0.01% 290

Other funds holding DLN

CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 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
CA
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

Coastline Trust's DLN Position: Q3 2026 in Review

Coastline Trust held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 600 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #249.

Coastline Trust first reported a position in DLN in Q3 2024 and has held it in 9 quarters since. 45 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Coastline Trust held 600 shares of WisdomTree US LargeCap Dividend Fund worth $58.3K as of Q3 2026.
  • Coastline Trust left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #249 holding.
  • Coastline Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 9 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.