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

MCF 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	$1.02M	Buy	11,453 +6,000	+110%	+$545K	0.04%	163
2025 Q4	$480K	Hold	5,453	–	–	0.03%	208
2025 Q3	$475K	Hold	5,453	–	–	0.03%	164
2025 Q2	$448K	Buy	5,453 +2,453	+82%	+$192K	0.03%	156
2025 Q1	$238K	Hold	3,000	–	–	0.02%	207
2024 Q4	$233K	Hold	3,000	–	–	0.02%	214
2024 Q3	$236K	Hold	3,000	–	–	0.02%	213
2024 Q2	$218K	Hold	3,000	–	–	0.02%	222
2024 Q1	$217K	Hold	3,000	–	–	0.02%	220
2023 Q4	$199K	Hold	3,000	–	–	0.02%	225
2023 Q3	$184K	Hold	3,000	–	–	0.02%	223
2023 Q2	$191K	Hold	3,000	–	–	0.02%	222
2023 Q1	$186K	Hold	3,000	–	–	0.02%	217
2022 Q4	$186K	Hold	3,000	–	–	0.02%	217
2022 Q3	$166K	Hold	3,000	–	–	0.02%	214
2022 Q2	$177K	Hold	3,000	–	–	0.02%	197
2022 Q1	$197K	Buy	+3,000	New	+$194K	0.02%	202
2021 Q4	–	Sell	-3,000	Closed	-$179K	–	208
2021 Q3	$179K	Hold	3,000	–	–	0.02%	192
2021 Q2	$180K	Hold	3,000	–	–	0.02%	181
2021 Q1	$172K	Hold	3,000	–	–	0.02%	179
2020 Q4	$161K	Hold	3,000	–	–	0.02%	155
2020 Q3	$146K	Hold	3,000	–	–	0.02%	167
2020 Q2	$139K	Hold	3,000	–	–	0.02%	160
2020 Q1	$121K	Hold	3,000	–	–	0.02%	168
2019 Q4	$159K	Hold	3,000	–	–	0.02%	162
2019 Q3	$149K	Hold	3,000	–	–	0.02%	157
2019 Q2	$145K	Hold	3,000	–	–	0.02%	162
2019 Q1	$141K	Hold	3,000	–	–	0.02%	160
2018 Q4	$127K	Hold	3,000	–	–	0.02%	156
2018 Q3	$143K	Hold	3,000	–	–	0.03%	149
2018 Q2	$135K	Hold	3,000	–	–	0.03%	146
2018 Q1	$133K	Hold	3,000	–	–	0.03%	144
2017 Q4	$138K	Hold	3,000	–	–	0.03%	147
2017 Q3	$130K	Hold	3,000	–	–	0.03%	150
2017 Q2	$126K	Hold	3,000	–	–	0.03%	142
2017 Q1	$124K	Hold	3,000	–	–	0.03%	149
2016 Q4	$120K	Hold	3,000	–	–	0.03%	134
2016 Q3	$115K	Hold	3,000	–	–	0.03%	135
2016 Q2	$114K	Hold	3,000	–	–	0.03%	140
2016 Q1	$110K	Hold	3,000	–	–	0.03%	128
2015 Q4	$107K	Sell	3,000 -6,000	-67%	-$215K	0.03%	125
2015 Q3	$303K	Hold	9,000	–	–	0.08%	66
2015 Q2	$326K	Hold	9,000	–	–	0.08%	59
2015 Q1	$330K	Hold	9,000	–	–	0.08%	57
2014 Q4	$334K	Hold	9,000	–	–	0.09%	58
2014 Q3	$304K	Hold	9,000	–	–	0.09%	61
2014 Q2	$304K	Hold	9,000	–	–	0.1%	59
2014 Q1	$304K	Hold	9,000	–	–	0.1%	59
2013 Q4	$304K	Hold	9,000	–	–	0.11%	59
2013 Q3	$304K	Buy	9,000 +3,000	+50%	+$92.5K	0.17%	57
2013 Q2	$203K	Buy	+6,000	New	+$181K	0.12%	70

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

MCF Advisors's DLN Position: Q1 2026 in Review

MCF Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 110% in Q1 2026, buying an estimated $545K and bringing the position to 11,453 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #163.

MCF Advisors first reported a position in DLN in Q2 2013 and has held it in 51 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

MCF Advisors held 11,453 shares of WisdomTree US LargeCap Dividend Fund worth $1.02M as of Q1 2026.
MCF Advisors bought 6,000 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $545K.
WisdomTree US LargeCap Dividend Fund made up 0.04% of MCF Advisors's portfolio in Q1 2026, its #163 holding.
MCF Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 51 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.