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

Courier Capital’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	$471K	Buy	4,891 +24	+0.5%	+$2.27K	0.02%	294
2026 Q1	$435K	Sell	4,867 -1,999	-29%	-$182K	0.02%	290
2025 Q4	$1.01M	Buy	6,866 +26	+0.4%	+$2.27K	0.06%	212
2025 Q3	$983K	Buy	6,840 +2,042	+43%	+$173K	0.06%	216
2025 Q2	$394K	Buy	4,798 +18	+0.4%	+$1.41K	0.02%	303
2025 Q1	$379K	Hold	4,780	–	–	0.02%	295
2024 Q4	$372K	Hold	4,780	–	–	0.03%	290
2024 Q3	$376K	Hold	4,780	–	–	0.03%	278
2024 Q2	$348K	Hold	4,780	–	–	0.03%	262
2024 Q1	$345K	Hold	4,780	–	–	0.03%	287
2023 Q4	$317K	Hold	4,780	–	–	0.02%	291
2023 Q3	$294K	Hold	4,780	–	–	0.02%	290
2023 Q2	$304K	Hold	4,780	–	–	0.02%	300
2023 Q1	$296K	Sell	4,780 -532	-10%	-$33K	0.03%	232
2022 Q4	$329K	Hold	5,312	–	–	0.04%	220
2022 Q3	$294K	Hold	5,312	–	–	0.04%	221
2022 Q2	$314K	Hold	5,312	–	–	0.04%	220
2022 Q1	$349K	Hold	5,312	–	–	0.03%	220
2021 Q4	$351K	Hold	5,312	–	–	0.03%	223
2021 Q3	$317K	Hold	5,312	–	–	0.03%	238
2021 Q2	$320K	Hold	5,312	–	–	0.03%	241
2021 Q1	$305K	Hold	5,312	–	–	0.03%	238
2020 Q4	$286K	Hold	5,312	–	–	0.03%	237
2020 Q3	$263K	Hold	5,312	–	–	0.03%	242
2020 Q2	$248K	Hold	5,312	–	–	0.03%	240
2020 Q1	$226K	Hold	5,312	–	–	0.03%	231
2019 Q4	$283K	Hold	5,312	–	–	0.03%	230
2019 Q3	$257K	Sell	5,312 -2,750	-34%	-$134K	0.03%	235
2019 Q2	$391K	Hold	8,062	–	–	0.05%	191
2019 Q1	$380K	Sell	8,062 -400	-5%	-$18.2K	0.05%	191
2018 Q4	$357K	Hold	8,462	–	–	0.05%	180
2018 Q3	$404K	Hold	8,462	–	–	0.05%	190
2018 Q2	$380K	Sell	8,462 -920	-10%	-$41.3K	0.05%	203
2018 Q1	$415K	Sell	9,382 -550	-6%	-$25.3K	0.05%	185
2017 Q4	$457K	Hold	9,932	–	–	0.06%	175
2017 Q3	$431K	Hold	9,932	–	–	0.06%	165
2017 Q2	$418K	Sell	9,932 -580	-6%	-$24.2K	0.07%	171
2017 Q1	$436K	Hold	10,512	–	–	0.08%	160
2016 Q4	$420K	Hold	10,512	–	–	0.08%	163
2016 Q3	$405K	Hold	10,512	–	–	0.08%	170
2016 Q2	$398K	Sell	10,512 -772	-7%	-$28.6K	0.08%	174
2016 Q1	$414K	Sell	11,284 -2,416	-18%	-$83.8K	0.09%	159
2015 Q4	$487K	Hold	13,700	–	–	0.1%	139
2015 Q3	$461K	Hold	13,700	–	–	0.1%	145
2015 Q2	$497K	Hold	13,700	–	–	0.1%	144
2015 Q1	$502K	Sell	13,700 -1,600	-10%	-$59.1K	0.1%	154
2014 Q4	$567K	Sell	15,300 -600	-4%	-$21.8K	0.11%	144
2014 Q3	$566K	Sell	15,900 -600	-4%	-$21.4K	0.11%	145
2014 Q2	$584K	Hold	16,500	–	–	0.12%	153
2014 Q1	$558K	Hold	16,500	–	–	0.12%	150
2013 Q4	$549K	Sell	16,500 -310	-2%	-$9.96K	0.12%	150
2013 Q3	$514K	Sell	16,810 -2,280	-12%	-$70.3K	0.12%	147
2013 Q2	$571K	Buy	+19,090	New	+$576K	0.14%	126

Other funds holding DLN

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return

Courier Capital's DLN Position: Q2 2026 in Review

Courier Capital increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.49% in Q2 2026, buying an estimated $2.27K and bringing the position to 4,891 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #294.

Courier Capital first reported a position in DLN in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.01M in Q4 2025. 227 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Courier Capital held 4,891 shares of WisdomTree US LargeCap Dividend Fund worth $471K as of Q2 2026.
Courier Capital bought 24 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $2.27K.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Courier Capital's portfolio in Q2 2026, its #294 holding.
Courier Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 53 quarters since.
Courier Capital's WisdomTree US LargeCap Dividend Fund position peaked at $1.01M in Q4 2025.
227 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.