Kuhn & Co Investment Counsel’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kuhn & Co Investment Counsel’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	$243K	Hold	2,725	–	–	0.16%	125
2025 Q4	$240K	Hold	2,725	–	–	0.16%	126
2025 Q3	$237K	Hold	2,725	–	–	0.19%	113
2025 Q2	$224K	Hold	2,725	–	–	0.17%	126
2025 Q1	$216K	Buy	+2,725	New	+$217K	0.18%	124
2024 Q2	–	Sell	-3,070	Closed	-$222K	–	127
2024 Q1	$222K	Sell	3,070 -1,150	-27%	-$79K	0.21%	118
2023 Q4	$280K	Buy	+4,220	New	+$265K	0.29%	102

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

Kuhn & Co Investment Counsel's DLN Position: Q1 2026 in Review

Kuhn & Co Investment Counsel held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 2,725 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #125.

Kuhn & Co Investment Counsel first reported a position in DLN in Q4 2023 and has held it in 7 quarters since. The position peaked at $280K in Q4 2023. 466 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Kuhn & Co Investment Counsel held 2,725 shares of WisdomTree US LargeCap Dividend Fund worth $243K as of Q1 2026.
Kuhn & Co Investment Counsel left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.16% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #125 holding.
Kuhn & Co Investment Counsel first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 7 quarters since.
Kuhn & Co Investment Counsel's WisdomTree US LargeCap Dividend Fund position peaked at $280K in Q4 2023.
466 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.