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

Fiduciary 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	$590K	Hold	6,606	–	–	0.05%	192
2025 Q4	$582K	Hold	6,606	–	–	0.05%	191
2025 Q3	$575K	Hold	6,606	–	–	0.05%	192
2025 Q2	$543K	Hold	6,606	–	–	0.05%	192
2025 Q1	$524K	Hold	6,606	–	–	0.05%	191
2024 Q4	$514K	Hold	6,606	–	–	0.05%	189
2024 Q3	$519K	Hold	6,606	–	–	0.05%	189
2024 Q2	$481K	Hold	6,606	–	–	0.05%	191
2024 Q1	$477K	Hold	6,606	–	–	0.05%	189
2023 Q4	$439K	Hold	6,606	–	–	0.05%	186
2023 Q3	$406K	Hold	6,606	–	–	0.05%	180
2023 Q2	$420K	Hold	6,606	–	–	0.05%	177
2023 Q1	$409K	Buy	+6,606	New	+$410K	0.05%	177

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

Fiduciary Group's DLN Position: Q1 2026 in Review

Fiduciary Group held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 6,606 shares worth $590K. The position accounts for 0.05% of the portfolio, ranked #192.

Fiduciary Group first reported a position in DLN in Q1 2023 and has held it in 13 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Fiduciary Group held 6,606 shares of WisdomTree US LargeCap Dividend Fund worth $590K as of Q1 2026.
Fiduciary Group left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.05% of Fiduciary Group's portfolio in Q1 2026, its #192 holding.
Fiduciary Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 13 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.