Evergreen Wealth Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Evergreen Wealth Solutions’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	$356K	Buy	+3,989	New	+$363K	0.03%	297

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

Evergreen Wealth Solutions's DLN Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026: 3,989 shares worth $356K. The stake represents 0.03% of the portfolio and ranks #297 among its holdings.

465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Evergreen Wealth Solutions held 3,989 shares of WisdomTree US LargeCap Dividend Fund worth $356K as of Q1 2026.
WisdomTree US LargeCap Dividend Fund was a new Evergreen Wealth Solutions position in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #297 holding.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.