Cora Capital Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cora Capital Advisors’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	$443K	Hold	4,964	–	–	0.15%	73
2025 Q4	$437K	Hold	4,964	–	–	0.17%	69
2025 Q3	$432K	Hold	4,964	–	–	0.18%	65
2025 Q2	$408K	Sell	4,964 -5,730	-54%	-$448K	0.18%	65
2025 Q1	$849K	Hold	10,694	–	–	0.41%	43
2024 Q4	$832K	Hold	10,694	–	–	0.4%	43
2024 Q3	$840K	Hold	10,694	–	–	0.41%	47
2024 Q2	$778K	Hold	10,694	–	–	0.4%	45
2024 Q1	$772K	Hold	10,694	–	–	0.41%	45
2023 Q4	$710K	Hold	10,694	–	–	0.42%	45
2023 Q3	$658K	Hold	10,694	–	–	0.44%	42
2023 Q2	$680K	Hold	10,694	–	–	0.45%	43
2023 Q1	$662K	Hold	10,694	–	–	0.49%	36
2022 Q4	$662K	Buy	+10,694	New	+$653K	0.46%	38

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cora Capital Advisors's DLN Position: Q1 2026 in Review

Cora Capital Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 4,964 shares worth $443K. The position accounts for 0.15% of the portfolio, ranked #73.

Cora Capital Advisors first reported a position in DLN in Q4 2022 and has held it in 14 quarters since. The position peaked at $849K in Q1 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Cora Capital Advisors held 4,964 shares of WisdomTree US LargeCap Dividend Fund worth $443K as of Q1 2026.
Cora Capital Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.15% of Cora Capital Advisors's portfolio in Q1 2026, its #73 holding.
Cora Capital Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 14 quarters since.
Cora Capital Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $849K in Q1 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.