Frazier Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Frazier Financial 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	$559K	Buy	6,255 +24	+0.4%	+$2.18K	0.31%	33
2025 Q4	$549K	Hold	6,231	–	–	0.33%	32
2025 Q3	$542K	Hold	6,231	–	–	0.33%	31
2025 Q2	$512K	Hold	6,231	–	–	0.36%	31
2025 Q1	$495K	Hold	6,231	–	–	0.38%	29
2024 Q4	$484K	Hold	6,231	–	–	0.38%	29
2024 Q3	$490K	Hold	6,231	–	–	0.38%	30
2024 Q2	$453K	Sell	6,231 -2,167	-26%	-$154K	0.36%	33
2024 Q1	$606K	Buy	8,398 +3	+0%	+$206	0.5%	25
2023 Q4	$557K	Buy	+8,395	New	+$527K	0.48%	26

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

Frazier Financial Advisors's DLN Position: Q1 2026 in Review

Frazier Financial Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.39% in Q1 2026, buying an estimated $2.18K and bringing the position to 6,255 shares worth $559K. The position accounts for 0.31% of the portfolio, ranked #33.

Frazier Financial Advisors first reported a position in DLN in Q4 2023 and has held it in 10 quarters since. The position peaked at $606K in Q1 2024. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Frazier Financial Advisors held 6,255 shares of WisdomTree US LargeCap Dividend Fund worth $559K as of Q1 2026.
Frazier Financial Advisors bought 24 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $2.18K.
WisdomTree US LargeCap Dividend Fund made up 0.31% of Frazier Financial Advisors's portfolio in Q1 2026, its #33 holding.
Frazier Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $606K in Q1 2024.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.