Fusion Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Fusion Capital’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	$274K	Hold	3,062	–	–	0.07%	81
2025 Q4	$270K	Hold	3,062	–	–	0.08%	80
2025 Q3	$266K	Hold	3,062	–	–	0.08%	84
2025 Q2	$252K	Hold	3,062	–	–	0.09%	77
2025 Q1	$243K	Hold	3,062	–	–	0.09%	73
2024 Q4	$238K	Hold	3,062	–	–	0.1%	76
2024 Q3	$241K	Hold	3,062	–	–	0.1%	68
2024 Q2	$223K	Hold	3,062	–	–	0.1%	68
2024 Q1	$221K	Hold	3,062	–	–	0.1%	70
2023 Q4	$203K	Buy	+3,062	New	+$192K	0.1%	71
2022 Q4	–	Sell	-3,872	Closed	-$214K	–	75
2022 Q3	$214K	Hold	3,872	–	–	0.14%	65
2022 Q2	$229K	Hold	3,872	–	–	0.14%	65
2022 Q1	$254K	Hold	3,872	–	–	0.13%	67
2021 Q4	$256K	Buy	+3,872	New	+$245K	0.13%	73

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

Fusion Capital's DLN Position: Q1 2026 in Review

Fusion Capital held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 3,062 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #81.

Fusion Capital first reported a position in DLN in Q4 2021 and has held it in 14 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Fusion Capital held 3,062 shares of WisdomTree US LargeCap Dividend Fund worth $274K as of Q1 2026.
Fusion Capital left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.07% of Fusion Capital's portfolio in Q1 2026, its #81 holding.
Fusion Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 14 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Fusion Capital's 13F filing for Q1 2026, filed 13 May 2026.