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

Resurgent Financial 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 		$1.76M Buy
19,713
+15
+0.1% +$1.36K 0.64% 35
2025
Q4 		$1.73M Sell
19,698
-80
-0.4% -$6.99K 0.87% 24
2025
Q3 		$1.72M Sell
19,778
-558
-3% -$47.2K 0.84% 26
2025
Q2 		$1.67M Sell
20,336
-1,678
-8% -$131K 0.92% 24
2025
Q1 		$1.75M Sell
22,014
-211
-0.9% -$16.8K 1.05% 19
2024
Q4 		$1.73M Sell
22,225
-871
-4% -$69.5K 1.02% 22
2024
Q3 		$1.81M Sell
23,096
-127
-0.5% -$9.58K 1.06% 20
2024
Q2 		$1.69M Sell
23,223
-24,233
-51% -$1.72M 1.05% 21
2024
Q1 		$3.43M Buy
47,456
+23,730
+100% +$1.63M 1.83% 8
2023
Q4 		$1.57M Sell
23,726
-841
-3% -$52.8K 0.97% 20
2023
Q3 		$1.51M Buy
24,567
+30
+0.1% +$1.91K 1.03% 21
2023
Q2 		$1.56M Buy
24,537
+384
+2% +$23.8K 1.03% 20
2023
Q1 		$1.49M Buy
24,153
+50
+0.2% +$3.1K 0.99% 21
2022
Q4 		$1.49M Buy
24,103
+332
+1% +$20.3K 0.79% 30
2022
Q3 		$1.31M Buy
23,771
+1,512
+7% +$91.7K 0.88% 30
2022
Q2 		$1.32M Buy
22,259
+4,650
+26% +$292K 0.84% 32
2022
Q1 		$1.16M Buy
17,609
+112
+0.6% +$7.25K 0.72% 32
2021
Q4 		$1.16M Buy
+17,497
New +$1.11M 0.92% 27

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Resurgent Financial Advisors's DLN Position: Q1 2026 in Review

Resurgent Financial Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.08% in Q1 2026, buying an estimated $1.36K and bringing the position to 19,713 shares worth $1.76M. The position accounts for 0.64% of the portfolio, ranked #35.

Resurgent Financial Advisors first reported a position in DLN in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.43M in Q1 2024. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Resurgent Financial Advisors held 19,713 shares of WisdomTree US LargeCap Dividend Fund worth $1.76M as of Q1 2026.
  • Resurgent Financial Advisors bought 15 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $1.36K.
  • WisdomTree US LargeCap Dividend Fund made up 0.64% of Resurgent Financial Advisors's portfolio in Q1 2026, its #35 holding.
  • Resurgent Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $3.43M in Q1 2024.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.