Ken Fisher
DLN icon

Ken Fisher’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Ken Fisher’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 		$683K Buy
+7,641
New +$695K ﹤0.01% 735

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

Ken Fisher's DLN Position: Q1 2026 in Review

Ken Fisher opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026: 7,641 shares worth $683K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings.

466 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Ken Fisher held 7,641 shares of WisdomTree US LargeCap Dividend Fund worth $683K as of Q1 2026.
  • WisdomTree US LargeCap Dividend Fund was a new Ken Fisher position in Q1 2026.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #735 holding.
  • 466 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.