Fidelity Investments
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Fidelity Investments’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Fidelity Investments’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 		$4.04M Buy
41,899
+4,186
+11% +$396K ﹤0.01% 2504
2026
Q1 		$3.37M Buy
37,713
+1,214
+3% +$110K ﹤0.01% 2442
2025
Q4 		$3.21M Sell
36,499
-105
-0.3% -$9.17K ﹤0.01% 2432
2025
Q3 		$3.19M Buy
36,604
+4,821
+15% +$408K ﹤0.01% 2386
2025
Q2 		$2.61M Buy
31,783
+2,058
+7% +$161K ﹤0.01% 2395
2025
Q1 		$2.36M Sell
29,725
-1,043
-3% -$83.2K ﹤0.01% 2391
2024
Q4 		$2.39M Buy
30,768
+4,516
+17% +$360K ﹤0.01% 2388
2024
Q3 		$2.06M Sell
26,252
-2,230
-8% -$168K ﹤0.01% 2394
2024
Q2 		$2.07M Buy
28,482
+3,370
+13% +$240K ﹤0.01% 2338
2024
Q1 		$1.81M Buy
25,112
+5,536
+28% +$380K ﹤0.01% 2357
2023
Q4 		$1.3M Buy
19,576
+450
+2% +$28.3K ﹤0.01% 2395
2023
Q3 		$1.18M Buy
19,126
+6,718
+54% +$429K ﹤0.01% 2418
2023
Q2 		$789K Buy
12,408
+2,635
+27% +$163K ﹤0.01% 2532
2023
Q1 		$605K Buy
9,773
+1,085
+12% +$67.3K ﹤0.01% 2632
2022
Q4 		$538K Buy
8,688
+2,961
+52% +$181K ﹤0.01% 2695
2022
Q3 		$316K Sell
5,727
-187
-3% -$11.3K ﹤0.01% 2916
2022
Q2 		$349K Sell
5,914
-296
-5% -$18.6K ﹤0.01% 2953
2022
Q1 		$408K Buy
6,210
+8
+0.1% +$518 ﹤0.01% 3049
2021
Q4 		$409K Sell
6,202
-280
-4% -$17.7K ﹤0.01% 2827
2021
Q3 		$386K Buy
6,482
+188
+3% +$11.6K ﹤0.01% 2852
2021
Q2 		$378K Buy
6,294
+294
+5% +$17.5K ﹤0.01% 2826
2021
Q1 		$344K Buy
6,000
+1,940
+48% +$107K ﹤0.01% 2741
2020
Q4 		$218K Sell
4,060
-162
-4% -$8.29K ﹤0.01% 2779
2020
Q3 		$205K Sell
4,222
-178
-4% -$8.65K ﹤0.01% 2692
2020
Q2 		$204K Sell
4,400
-718
-14% -$32.3K ﹤0.01% 2626
2020
Q1 		$207K Buy
5,118
+2,208
+76% +$108K ﹤0.01% 2570
2019
Q4 		$154K Buy
2,910
+88
+3% +$4.48K ﹤0.01% 2677
2019
Q3 		$139K Buy
2,822
+1,394
+98% +$67.9K ﹤0.01% 2690
2019
Q2 		$69K Buy
1,428
+1,158
+429% +$55.2K ﹤0.01% 2796
2019
Q1 		$13K Sell
270
-30
-10% -$1.36K ﹤0.01% 3069
2018
Q4 		$13K Buy
300
+278
+1,264% +$12.6K ﹤0.01% 2975
2018
Q3 		$1K Buy
+22
New +$1.03K ﹤0.01% 3438

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fidelity Investments's DLN Position: Q2 2026 in Review

Fidelity Investments increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 11% in Q2 2026, buying an estimated $396K and bringing the position to 41,899 shares worth $4.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Fidelity Investments first reported a position in DLN in Q3 2018 and has held it in 32 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Fidelity Investments held 41,899 shares of WisdomTree US LargeCap Dividend Fund worth $4.04M as of Q2 2026.
  • Fidelity Investments bought 4,186 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $396K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2504 holding.
  • Fidelity Investments first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2018 and has held it in 32 quarters since.
  • 480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.