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Hilltop Holdings’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Hilltop Holdings’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 		$1.1M Sell
12,264
-8,455
-41% -$769K 0.1% 221
2025
Q4 		$1.82M Buy
20,719
+7,606
+58% +$664K 0.11% 210
2025
Q3 		$1.14M Buy
13,113
+418
+3% +$35.4K 0.06% 326
2025
Q2 		$1.04M Buy
+12,695
New +$992K 0.07% 321

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Hilltop Holdings's DLN Position: Q1 2026 in Review

Hilltop Holdings reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 41% in Q1 2026, selling an estimated $769K and leaving 12,264 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #221.

Hilltop Holdings first reported a position in DLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.82M in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Hilltop Holdings held 12,264 shares of WisdomTree US LargeCap Dividend Fund worth $1.1M as of Q1 2026.
  • Hilltop Holdings sold 8,455 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $769K.
  • WisdomTree US LargeCap Dividend Fund made up 0.1% of Hilltop Holdings's portfolio in Q1 2026, its #221 holding.
  • Hilltop Holdings first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 4 quarters since.
  • Hilltop Holdings's WisdomTree US LargeCap Dividend Fund position peaked at $1.82M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.