Fifth Third Securities’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Fifth Third Securities’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	$793K	Sell	8,234 -5	-0.1%	-$472	0.05%	245
2026 Q1	$736K	Buy	8,239 +180	+2%	+$16.4K	0.05%	232
2025 Q4	$710K	Buy	8,059 +1	+0%	+$87	0.05%	227
2025 Q3	$701K	Buy	8,058 +2,756	+52%	+$233K	0.05%	216
2025 Q2	$436K	Buy	+5,302	New	+$414K	0.03%	255
2023 Q4	–	Sell	-7,668	Closed	-$472K	–	226
2023 Q3	$472K	Buy	7,668 +1,844	+32%	+$118K	0.05%	177
2023 Q2	$370K	Buy	+5,824	New	+$361K	0.04%	193
2022 Q3	–	Sell	-17,434	Closed	-$1.03M	–	197
2022 Q2	$1.03M	Buy	+17,434	New	+$1.1M	0.14%	130
2022 Q1	–	Sell	-9,963	Closed	-$658K	–	58
2021 Q4	$658K	Buy	9,963 +4,291	+76%	+$271K	0.07%	163
2021 Q3	$338K	Sell	5,672 -7,128	-56%	-$439K	0.05%	160
2021 Q2	$771K	Buy	+12,800	New	+$763K	0.28%	56

Other funds holding DLN

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Fifth Third Securities's DLN Position: Q2 2026 in Review

Fifth Third Securities reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.06% in Q2 2026, selling an estimated $472 and leaving 8,234 shares worth $793K. The position accounts for 0.05% of the portfolio, ranked #245.

Fifth Third Securities first reported a position in DLN in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2022. 75 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Fifth Third Securities held 8,234 shares of WisdomTree US LargeCap Dividend Fund worth $793K as of Q2 2026.
Fifth Third Securities sold 5 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $472.
WisdomTree US LargeCap Dividend Fund made up 0.05% of Fifth Third Securities's portfolio in Q2 2026, its #245 holding.
Fifth Third Securities first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2021 and has held it in 11 quarters since.
Fifth Third Securities's WisdomTree US LargeCap Dividend Fund position peaked at $1.03M in Q2 2022.
75 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Fifth Third Securities's 13F filing for Q2 2026, filed 15 Jul 2026.