IMA Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

IMA Advisory Services’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	$15.3K	Hold	171	–	–	﹤0.01%	309
2025 Q4	$15.1K	Hold	171	–	–	﹤0.01%	319
2025 Q3	$14.9K	Hold	171	–	–	﹤0.01%	306
2025 Q2	$14K	Hold	171	–	–	﹤0.01%	299
2025 Q1	$13.6K	Buy	+171	New	+$13.6K	﹤0.01%	299

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

IMA Advisory Services's DLN Position: Q1 2026 in Review

IMA Advisory Services held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 171 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

IMA Advisory Services first reported a position in DLN in Q1 2025 and has held it in 5 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

IMA Advisory Services held 171 shares of WisdomTree US LargeCap Dividend Fund worth $15.3K as of Q1 2026.
IMA Advisory Services left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #309 holding.
IMA Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 5 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.