Modern Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Modern Wealth Management’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	$456K	Hold	5,100	–	–	0.01%	599
2025 Q4	$449K	Sell	5,100 -5	-0.1%	-$437	0.01%	559
2025 Q3	$444K	Sell	5,105 -307	-6%	-$26K	0.01%	537
2025 Q2	$445K	Buy	5,412 +198	+4%	+$15.5K	0.01%	508
2025 Q1	$414K	Sell	5,214 -2,003	-28%	-$160K	0.01%	458
2024 Q4	$561K	Buy	7,217 +4,423	+158%	+$353K	0.02%	343
2024 Q3	$219K	Buy	+2,794	New	+$211K	0.01%	400

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

Modern Wealth Management's DLN Position: Q1 2026 in Review

Modern Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 5,100 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #599.

Modern Wealth Management first reported a position in DLN in Q3 2024 and has held it in 7 quarters since. The position peaked at $561K in Q4 2024. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Modern Wealth Management held 5,100 shares of WisdomTree US LargeCap Dividend Fund worth $456K as of Q1 2026.
Modern Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #599 holding.
Modern Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 7 quarters since.
Modern Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $561K in Q4 2024.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.