CoreCap Advisors
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
Q3 		$2.82M Buy
29,009
+1,361
+5% +$135K 0.08% 206
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

Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Lee-Kelleher Wealth Management
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
FIDELIS iM
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

CoreCap Advisors's DLN Position: Q3 2026 in Review

CoreCap Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4.9% in Q3 2026, buying an estimated $135K and bringing the position to 29,009 shares worth $2.82M. The position accounts for 0.08% of the portfolio, ranked #206.

CoreCap Advisors first reported a position in DLN in Q4 2022 and has held it in 15 quarters since. 112 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • CoreCap Advisors held 29,009 shares of WisdomTree US LargeCap Dividend Fund worth $2.82M as of Q3 2026.
  • CoreCap Advisors bought 1,361 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $135K.
  • WisdomTree US LargeCap Dividend Fund made up 0.08% of CoreCap Advisors's portfolio in Q3 2026, its #206 holding.
  • CoreCap Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • 112 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.