GI
DLN icon

GAMMA Investing’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

GAMMA Investing’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 		$149K Hold
1,544
– – 0.01% 1510
2026
Q1 		$138K Hold
1,544
– – 0.01% 1410
2025
Q4 		$136K Hold
1,544
– – 0.01% 1341
2025
Q3 		$134K Buy
1,544
+600
+64% +$50.8K 0.01% 1262
2025
Q2 		$77.5K Hold
944
– – ﹤0.01% 1618
2025
Q1 		$74.9K Hold
944
– – 0.01% 1483
2024
Q4 		$73.4K Hold
944
– – 0.01% 1346
2024
Q3 		$74.2K Buy
944
+472
+100% +$35.6K 0.01% 1210
2024
Q2 		$34.3K Hold
472
– – ﹤0.01% 1468
2024
Q1 		$34.1K Hold
472
– – 0.01% 1283
2023
Q4 		$31.7K Buy
+472
New +$29.7K 0.01% 1201

Other funds holding DLN

TC
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
CL
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
LI
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
FI
FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing's DLN Position: Q2 2026 in Review

GAMMA Investing held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 1,544 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #1510.

GAMMA Investing first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. 119 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • GAMMA Investing held 1,544 shares of WisdomTree US LargeCap Dividend Fund worth $149K as of Q2 2026.
  • GAMMA Investing left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1510 holding.
  • GAMMA Investing first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 119 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.