Franklin Resources’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Franklin Resources’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	$151K	Hold	1,686	–	–	﹤0.01%	2851
2025 Q4	$149K	Hold	1,686	–	–	﹤0.01%	2852
2025 Q3	$147K	Hold	1,686	–	–	﹤0.01%	2891
2025 Q2	$138K	Hold	1,686	–	–	﹤0.01%	2817
2025 Q1	$134K	Hold	1,686	–	–	﹤0.01%	2777
2024 Q4	$131K	Hold	1,686	–	–	﹤0.01%	2721
2024 Q3	$135K	Hold	1,686	–	–	﹤0.01%	2717
2024 Q2	$123K	Hold	1,686	–	–	﹤0.01%	2649
2024 Q1	$122K	Hold	1,686	–	–	﹤0.01%	2682
2023 Q4	$112K	Hold	1,686	–	–	﹤0.01%	2457
2023 Q3	$104K	Hold	1,686	–	–	﹤0.01%	2456
2023 Q2	$107K	Hold	1,686	–	–	﹤0.01%	2528
2023 Q1	$104K	Hold	1,686	–	–	﹤0.01%	2102
2022 Q4	$104K	Hold	1,686	–	–	﹤0.01%	2118
2022 Q3	$93K	Hold	1,686	–	–	﹤0.01%	2115
2022 Q2	$100K	Hold	1,686	–	–	﹤0.01%	2150
2022 Q1	$111K	Hold	1,686	–	–	﹤0.01%	2278
2021 Q4	$111K	Hold	1,686	–	–	﹤0.01%	2329
2021 Q3	$101K	Hold	1,686	–	–	﹤0.01%	2330
2021 Q2	$101K	Hold	1,686	–	–	﹤0.01%	1913
2021 Q1	$97K	Hold	1,686	–	–	﹤0.01%	1874
2020 Q4	$91K	Hold	1,686	–	–	﹤0.01%	1800
2020 Q3	$82K	Sell	1,686 -150	-8%	-$7.29K	﹤0.01%	1745
2020 Q2	$89K	Buy	+1,836	New	+$82.6K	﹤0.01%	1572

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

Franklin Resources's DLN Position: Q1 2026 in Review

Franklin Resources held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 1,686 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

Franklin Resources first reported a position in DLN in Q2 2020 and has held it in 24 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Franklin Resources held 1,686 shares of WisdomTree US LargeCap Dividend Fund worth $151K as of Q1 2026.
Franklin Resources left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #2851 holding.
Franklin Resources first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2020 and has held it in 24 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.