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

DHJJ Financial 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	$1.07K	Hold	12	–	–	﹤0.01%	805
2025 Q4	$1.06K	Hold	12	–	–	﹤0.01%	774
2025 Q3	$1.04K	Hold	12	–	–	﹤0.01%	753
2025 Q2	$986	Hold	12	–	–	﹤0.01%	737
2025 Q1	$953	Hold	12	–	–	﹤0.01%	694
2024 Q4	$934	Hold	12	–	–	﹤0.01%	666
2024 Q3	$943	Hold	12	–	–	﹤0.01%	648
2024 Q2	$873	Hold	12	–	–	﹤0.01%	610
2024 Q1	$867	Hold	12	–	–	﹤0.01%	598
2023 Q4	$797	Hold	12	–	–	﹤0.01%	589
2023 Q3	$738	Buy	+12	New	+$766	﹤0.01%	592

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

DHJJ Financial Advisors's DLN Position: Q1 2026 in Review

DHJJ Financial Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 12 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

DHJJ Financial Advisors first reported a position in DLN in Q3 2023 and has held it in 11 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

DHJJ Financial Advisors held 12 shares of WisdomTree US LargeCap Dividend Fund worth $1.07K as of Q1 2026.
DHJJ Financial Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #805 holding.
DHJJ Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2023 and has held it in 11 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.