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
Q3 		$150K Hold
1,544
– – 0.01% 1556
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

LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

GAMMA Investing's DLN Position: Q3 2026 in Review

GAMMA Investing held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 1,544 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #1556.

GAMMA Investing first reported a position in DLN in Q4 2023 and has held it in 12 quarters since. 30 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • GAMMA Investing held 1,544 shares of WisdomTree US LargeCap Dividend Fund worth $150K as of Q3 2026.
  • GAMMA Investing left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1556 holding.
  • GAMMA Investing first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 12 quarters since.
  • 30 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.