Marino Stram & Associates’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Marino Stram & Associates’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	$275K	Hold	3,076	–	–	0.05%	161
2025 Q4	$271K	Hold	3,076	–	–	0.05%	159
2025 Q3	$268K	Hold	3,076	–	–	0.05%	163
2025 Q2	$253K	Hold	3,076	–	–	0.05%	157
2025 Q1	$244K	Hold	3,076	–	–	0.05%	147
2024 Q4	$239K	Hold	3,076	–	–	0.05%	155
2024 Q3	$242K	Hold	3,076	–	–	0.05%	155
2024 Q2	$224K	Hold	3,076	–	–	0.05%	154
2024 Q1	$222K	Hold	3,076	–	–	0.05%	162
2023 Q4	$204K	Buy	+3,076	New	+$193K	0.05%	163

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

Marino Stram & Associates's DLN Position: Q1 2026 in Review

Marino Stram & Associates held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 3,076 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #161.

Marino Stram & Associates first reported a position in DLN in Q4 2023 and has held it in 10 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Marino Stram & Associates held 3,076 shares of WisdomTree US LargeCap Dividend Fund worth $275K as of Q1 2026.
Marino Stram & Associates left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.05% of Marino Stram & Associates's portfolio in Q1 2026, its #161 holding.
Marino Stram & Associates first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.