IIM
DLN icon

IFC & Insurance Marketing’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-185
Closed -$16K – 210
2025
Q4 		$16K Buy
+185
New +$16.2K 0.02% 314

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

IFC & Insurance Marketing's DLN Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026, closing a stake of 185 shares — an estimated $16K sold.

IFC & Insurance Marketing first reported a position in DLN in Q4 2025 and held it in 1 quarter. The position peaked at $16K in Q4 2025. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 185 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $16K.
  • IFC & Insurance Marketing first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's WisdomTree US LargeCap Dividend Fund position peaked at $16K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.