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KCM Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

KCM Investment Advisors’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 		$1.54M Buy
17,273
+71
+0.4% +$6.45K 0.05% 179
2025
Q4 		$1.52M Buy
17,202
+93
+0.5% +$8.12K 0.05% 188
2025
Q3 		$1.49M Buy
17,109
+82
+0.5% +$6.94K 0.05% 185
2025
Q2 		$1.4M Buy
17,027
+95
+0.6% +$7.42K 0.05% 183
2025
Q1 		$1.34M Buy
16,932
+73
+0.4% +$5.83K 0.05% 182
2024
Q4 		$1.31M Sell
16,859
-2,422
-13% -$193K 0.05% 186
2024
Q3 		$1.51M Buy
19,281
+100
+0.5% +$7.55K 0.05% 183
2024
Q2 		$1.4M Buy
19,181
+113
+0.6% +$8.04K 0.05% 182
2024
Q1 		$1.38M Buy
19,068
+84
+0.4% +$5.77K 0.05% 189
2023
Q4 		$1.26M Buy
18,984
+138
+0.7% +$8.67K 0.05% 190
2023
Q3 		$1.16M Buy
+18,846
New +$1.2M 0.05% 194
2020
Q1 		– Sell
-4,000
Closed -$212K – 310
2019
Q4 		$212K Buy
+4,000
New +$204K 0.01% 329

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

KCM Investment Advisors's DLN Position: Q1 2026 in Review

KCM Investment Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.41% in Q1 2026, buying an estimated $6.45K and bringing the position to 17,273 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #179.

KCM Investment Advisors first reported a position in DLN in Q4 2019 and has held it in 12 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • KCM Investment Advisors held 17,273 shares of WisdomTree US LargeCap Dividend Fund worth $1.54M as of Q1 2026.
  • KCM Investment Advisors bought 71 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $6.45K.
  • WisdomTree US LargeCap Dividend Fund made up 0.05% of KCM Investment Advisors's portfolio in Q1 2026, its #179 holding.
  • KCM Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 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 KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.