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MLP3 LLC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

MLP3 LLC’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 		$270K Buy
3,023
+12
+0.4% +$1.09K 0.3% 71
2025
Q4 		$265K Buy
+3,011
New +$263K 0.29% 67

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MLP3 LLC's DLN Position: Q1 2026 in Review

MLP3 LLC increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.4% in Q1 2026, buying an estimated $1.09K and bringing the position to 3,023 shares worth $270K. The position accounts for 0.3% of the portfolio, ranked #71.

MLP3 LLC first reported a position in DLN in Q4 2025 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • MLP3 LLC held 3,023 shares of WisdomTree US LargeCap Dividend Fund worth $270K as of Q1 2026.
  • MLP3 LLC bought 12 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $1.09K.
  • WisdomTree US LargeCap Dividend Fund made up 0.3% of MLP3 LLC's portfolio in Q1 2026, its #71 holding.
  • MLP3 LLC first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • 468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on MLP3 LLC's 13F filing for Q1 2026, filed 13 Apr 2026.