Midwest Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Midwest Trust’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 Q3	$462K	Sell	4,753 -56	-1%	-$5.56K	0.01%	473
2026 Q2	$463K	Hold	4,809	–	–	0.01%	460
2026 Q1	$430K	Sell	4,809 -38	-0.8%	-$3.45K	0.01%	460
2025 Q4	$427K	Sell	4,847 -17	-0.3%	-$1.48K	0.01%	446
2025 Q3	$423K	Buy	4,864 +882	+22%	+$74.6K	0.01%	448
2025 Q2	$327K	Buy	+3,982	New	+$311K	﹤0.01%	504

Other funds holding DLN

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Midwest Trust's DLN Position: Q3 2026 in Review

Midwest Trust reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.2% in Q3 2026, selling an estimated $5.56K and leaving 4,753 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #473.

Midwest Trust first reported a position in DLN in Q2 2025 and has held it in 6 quarters since. The position peaked at $463K in Q2 2026. 151 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Midwest Trust held 4,753 shares of WisdomTree US LargeCap Dividend Fund worth $462K as of Q3 2026.
Midwest Trust sold 56 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $5.56K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #473 holding.
Midwest Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's WisdomTree US LargeCap Dividend Fund position peaked at $463K in Q2 2026.
151 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.