CA
DLN icon

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

CoreCap 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
Q2 		$2.66M Buy
27,648
+712
+3% +$67.3K 0.08% 212
2026
Q1 		$2.41M Buy
26,936
+1,369
+5% +$124K 0.08% 208
2025
Q4 		$2.25M Buy
25,567
+2,611
+11% +$228K 0.08% 224
2025
Q3 		$2M Buy
22,956
+3,959
+21% +$335K 0.07% 232
2025
Q2 		$1.56M Buy
18,997
+1,950
+11% +$152K 0.06% 256
2025
Q1 		$1.35M Buy
17,047
+3,577
+27% +$285K 0.06% 278
2024
Q4 		$1.05M Buy
13,470
+1,284
+11% +$102K 0.05% 324
2024
Q3 		$957K Buy
12,186
+1,334
+12% +$101K 0.05% 328
2024
Q2 		$789K Sell
10,852
-1,434
-12% -$102K 0.08% 182
2024
Q1 		$887K Buy
12,286
+1,366
+13% +$93.8K 0.05% 306
2023
Q4 		$725K Sell
10,920
-441
-4% -$27.7K 0.05% 291
2023
Q3 		$699K Buy
11,361
+305
+3% +$19.5K 0.05% 274
2023
Q2 		$703K Buy
+11,056
New +$686K 0.05% 285
2022
Q4 		$592K Buy
+9,563
New +$584K 0.04% 323

Other funds holding DLN

TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return