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

Mutual 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	$299K	Buy	3,350 +3	+0.1%	+$273	0.01%	1128
2025 Q4	$295K	Sell	3,347 -2,000	-37%	-$175K	0.01%	1099
2025 Q3	$466K	Buy	5,347 +3	+0.1%	+$254	0.01%	889
2025 Q2	$451K	Buy	5,344 +5	+0.1%	+$391	0.01%	833
2025 Q1	$406K	Buy	5,339 +3	+0.1%	+$239	0.01%	798
2024 Q4	$421K	Buy	5,336 +4	+0.1%	+$319	0.01%	769
2024 Q3	$424K	Buy	5,332 +255	+5%	+$19.2K	0.01%	764
2024 Q2	$379K	Buy	5,077 +4	+0.1%	+$285	0.01%	807
2024 Q1	$366K	Sell	5,073 -482	-9%	-$33.1K	0.01%	799
2023 Q4	$369K	Buy	5,555 +6	+0.1%	+$377	0.01%	753
2023 Q3	$341K	Sell	5,549 -58	-1%	-$3.7K	0.01%	739
2023 Q2	$357K	Sell	5,607 -2,748	-33%	-$170K	0.01%	747
2023 Q1	$517K	Sell	8,355 -207	-2%	-$12.8K	0.02%	609
2022 Q4	$530K	Buy	+8,562	New	+$523K	0.02%	570

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

Mutual Advisors's DLN Position: Q1 2026 in Review

Mutual Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.09% in Q1 2026, buying an estimated $273 and bringing the position to 3,350 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1128.

Mutual Advisors first reported a position in DLN in Q4 2022 and has held it in 14 quarters since. The position peaked at $530K in Q4 2022. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Mutual Advisors held 3,350 shares of WisdomTree US LargeCap Dividend Fund worth $299K as of Q1 2026.
Mutual Advisors bought 3 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $273.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1128 holding.
Mutual Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 14 quarters since.
Mutual Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $530K in Q4 2022.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.