Perfromance Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Perfromance Wealth Partners’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	$393K	Sell	4,400 -350	-7%	-$31.8K	0.01%	144
2025 Q4	$418K	Hold	4,750	–	–	0.01%	140
2025 Q3	$413K	Hold	4,750	–	–	0.01%	139
2025 Q2	$390K	Buy	4,750 +1,925	+68%	+$150K	0.01%	132
2025 Q1	$224K	Hold	2,825	–	–	0.01%	157
2024 Q4	$220K	Sell	2,825 -115	-4%	-$9.17K	0.01%	170
2024 Q3	$231K	Hold	2,940	–	–	0.01%	172
2024 Q2	$214K	Hold	2,940	–	–	0.01%	152
2024 Q1	$212K	Buy	+2,940	New	+$202K	0.01%	149
2022 Q2	–	Sell	-3,220	Closed	-$212K	–	171
2022 Q1	$212K	Hold	3,220	–	–	0.01%	166
2021 Q4	$213K	Buy	+3,220	New	+$204K	0.01%	170

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

Perfromance Wealth Partners's DLN Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 7.4% in Q1 2026, selling an estimated $31.8K and leaving 4,400 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #144.

Perfromance Wealth Partners first reported a position in DLN in Q4 2021 and has held it in 11 quarters since. The position peaked at $418K in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Perfromance Wealth Partners held 4,400 shares of WisdomTree US LargeCap Dividend Fund worth $393K as of Q1 2026.
Perfromance Wealth Partners sold 350 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $31.8K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #144 holding.
Perfromance Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 11 quarters since.
Perfromance Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $418K in Q4 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.