Foresight Capital Management Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Foresight Capital Management 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	–	Sell	-28,202	Closed	-$2.48M	–	98
2025 Q4	$2.48M	Sell	28,202 -2,148	-7%	-$188K	1.35%	33
2025 Q3	$2.64M	Sell	30,350 -969	-3%	-$82K	1.48%	31
2025 Q2	$2.57M	Buy	31,319 +6,585	+27%	+$514K	1.5%	32
2025 Q1	$1.96M	Buy	+24,734	New	+$1.97M	1.22%	36

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

Foresight Capital Management Advisors's DLN Position: Q1 2026 in Review

Foresight Capital Management Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026, closing a stake of 28,202 shares — an estimated $2.48M sold.

Foresight Capital Management Advisors first reported a position in DLN in Q1 2025 and held it in 4 quarters. The position peaked at $2.64M in Q3 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Foresight Capital Management Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Foresight Capital Management Advisors sold 28,202 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $2.48M.
Foresight Capital Management Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and held it in 4 quarters.
Foresight Capital Management Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $2.64M in Q3 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.