Csenge Advisory Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Csenge Advisory Group’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	$284K	Buy	3,184 +304	+11%	+$27.6K	0.01%	580
2025 Q4	$254K	Hold	2,880	–	–	0.01%	625
2025 Q3	$251K	Hold	2,880	–	–	0.01%	602
2025 Q2	$229K	Hold	2,880	–	–	0.01%	624
2025 Q1	$215K	Hold	2,880	–	–	0.01%	619
2024 Q4	$224K	Hold	2,880	–	–	0.01%	634
2024 Q3	$229K	Hold	2,880	–	–	0.01%	635
2024 Q2	$210K	Hold	2,880	–	–	0.01%	617
2024 Q1	$208K	Buy	+2,880	New	+$198K	0.01%	668

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

Csenge Advisory Group's DLN Position: Q1 2026 in Review

Csenge Advisory Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 11% in Q1 2026, buying an estimated $27.6K and bringing the position to 3,184 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #580.

Csenge Advisory Group first reported a position in DLN in Q1 2024 and has held it in 9 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Csenge Advisory Group held 3,184 shares of WisdomTree US LargeCap Dividend Fund worth $284K as of Q1 2026.
Csenge Advisory Group bought 304 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $27.6K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Csenge Advisory Group's portfolio in Q1 2026, its #580 holding.
Csenge Advisory Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and has held it in 9 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.