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

Kingsview Wealth Management’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	$454K	Buy	5,079 +18	+0.4%	+$1.64K	0.01%	934
2025 Q4	$446K	Sell	5,061 -31	-0.6%	-$2.71K	0.01%	884
2025 Q3	$443K	Buy	5,092 +315	+7%	+$26.7K	0.01%	836
2025 Q2	$392K	Sell	4,777 -950	-17%	-$74.2K	0.01%	855
2025 Q1	$455K	Sell	5,727 -151	-3%	-$12K	0.01%	753
2024 Q4	$457K	Buy	+5,878	New	+$469K	0.01%	771
2022 Q2	–	Sell	-14,847	Closed	-$976K	–	831
2022 Q1	$976K	Buy	+14,847	New	+$961K	0.04%	400

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

Kingsview Wealth Management's DLN Position: Q1 2026 in Review

Kingsview Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.36% in Q1 2026, buying an estimated $1.64K and bringing the position to 5,079 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #934.

Kingsview Wealth Management first reported a position in DLN in Q1 2022 and has held it in 7 quarters since. The position peaked at $976K in Q1 2022. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Kingsview Wealth Management held 5,079 shares of WisdomTree US LargeCap Dividend Fund worth $454K as of Q1 2026.
Kingsview Wealth Management bought 18 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $1.64K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #934 holding.
Kingsview Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2022 and has held it in 7 quarters since.
Kingsview Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $976K in Q1 2022.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.