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

Hilltop Partners’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	$955K	Hold	10,686	–	–	0.25%	52
2025 Q4	$941K	Hold	10,686	–	–	0.24%	53
2025 Q3	$930K	Hold	10,686	–	–	0.28%	52
2025 Q2	$878K	Hold	10,686	–	–	0.27%	54
2025 Q1	$848K	Hold	10,686	–	–	0.29%	51
2024 Q4	$831K	Hold	10,686	–	–	0.28%	52
2024 Q3	$839K	Hold	10,686	–	–	0.28%	54
2024 Q2	$777K	Hold	10,686	–	–	0.29%	53
2024 Q1	$771K	Hold	10,686	–	–	0.28%	55
2023 Q4	$709K	Hold	10,686	–	–	0.28%	52
2023 Q3	$657K	Hold	10,686	–	–	0.28%	54
2023 Q2	$680K	Buy	+10,686	New	+$663K	0.28%	45

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

Hilltop Partners's DLN Position: Q1 2026 in Review

Hilltop Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 10,686 shares worth $955K. The position accounts for 0.25% of the portfolio, ranked #52.

Hilltop Partners first reported a position in DLN in Q2 2023 and has held it in 12 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Hilltop Partners held 10,686 shares of WisdomTree US LargeCap Dividend Fund worth $955K as of Q1 2026.
Hilltop Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.25% of Hilltop Partners's portfolio in Q1 2026, its #52 holding.
Hilltop Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2023 and has held it in 12 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Hilltop Partners's 13F filing for Q1 2026, filed 12 May 2026.