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Imprint Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Imprint Wealth’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 		$700K Buy
7,833
+3,125
+66% +$284K 3.2% 6
2025
Q4 		$415K Sell
4,708
-4,409
-48% -$385K 1.94% 12
2025
Q3 		$793K Buy
+9,117
New +$772K 2.54% 11

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

Imprint Wealth's DLN Position: Q1 2026 in Review

Imprint Wealth increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 66% in Q1 2026, buying an estimated $284K and bringing the position to 7,833 shares worth $700K. The position accounts for 3.2% of the portfolio, ranked #6.

Imprint Wealth first reported a position in DLN in Q3 2025 and has held it in 3 quarters since. The position peaked at $793K in Q3 2025. 466 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Imprint Wealth held 7,833 shares of WisdomTree US LargeCap Dividend Fund worth $700K as of Q1 2026.
  • Imprint Wealth bought 3,125 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $284K.
  • WisdomTree US LargeCap Dividend Fund made up 3.2% of Imprint Wealth's portfolio in Q1 2026, its #6 holding.
  • Imprint Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • Imprint Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $793K in Q3 2025.
  • 466 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Imprint Wealth's 13F filing for Q1 2026, filed 15 May 2026.