SFWC
DLN icon

Strategic Family Wealth Counselors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Strategic Family Wealth Counselors’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 		$10.7M Buy
119,735
+452
+0.4% +$41.1K 2.81% 10
2025
Q4 		$10.6M Buy
119,283
+5,913
+5% +$516K 2.38% 13
2025
Q3 		$9.87M Buy
113,370
+1,825
+2% +$154K 2.54% 12
2025
Q2 		$9.16M Buy
111,545
+3,187
+3% +$249K 2.61% 12
2025
Q1 		$8.6M Buy
108,358
+1,727
+2% +$138K 2.8% 12
2024
Q4 		$8.29M Buy
106,631
+5,227
+5% +$417K 2.7% 11
2024
Q3 		$7.97M Buy
101,404
+9,905
+11% +$747K 2.79% 13
2024
Q2 		$6.66M Buy
91,499
+1,765
+2% +$126K 2.53% 13
2024
Q1 		$6.48M Buy
89,734
+2,632
+3% +$181K 2.56% 13
2023
Q4 		$5.78M Buy
87,102
+2,379
+3% +$149K 2.42% 17
2023
Q3 		$5.21M Buy
84,723
+548
+0.7% +$35K 2.5% 19
2023
Q2 		$5.35M Buy
84,175
+570
+0.7% +$35.4K 2.46% 19
2023
Q1 		$5.17M Sell
83,605
-3,166
-4% -$197K 2.45% 18
2022
Q4 		$5.38M Sell
86,771
-1,097
-1% -$67K 2.66% 14
2022
Q3 		$4.86M Buy
87,868
+2,337
+3% +$142K 2.38% 16
2022
Q2 		$5.05M Buy
85,531
+3,928
+5% +$247K 2.43% 16
2022
Q1 		$5.36M Buy
81,603
+3,998
+5% +$259K 2.16% 17
2021
Q4 		$5.13M Buy
77,605
+4,683
+6% +$296K 1.64% 20
2021
Q3 		$4.35M Buy
72,922
+5,008
+7% +$308K 1.49% 20
2021
Q2 		$4.09M Buy
67,914
+6,004
+10% +$358K 1.34% 20
2021
Q1 		$3.55M Sell
61,910
-20
-0% -$1.1K 1.34% 19
2020
Q4 		$3.33M Buy
61,930
+228
+0.4% +$11.7K 1.72% 18
2020
Q3 		$2.99M Buy
61,702
+6,762
+12% +$328K 1.68% 18
2020
Q2 		$2.55M Buy
54,940
+310
+0.6% +$14K 1.61% 20
2020
Q1 		$2.21M Buy
54,630
+17,194
+46% +$842K 1.65% 19
2019
Q4 		$1.98M Buy
37,436
+1,166
+3% +$59.4K 1.6% 18
2019
Q3 		$1.8M Buy
36,270
+1,156
+3% +$56.3K 1.36% 20
2019
Q2 		$1.7M Sell
35,114
-3,236
-8% -$154K 1.32% 19
2019
Q1 		$1.81M Buy
38,350
+7,792
+25% +$354K 1.46% 19
2018
Q4 		$1.29M Buy
+30,558
New +$1.38M 1.46% 18

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 $1.66T 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

Strategic Family Wealth Counselors's DLN Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.38% in Q1 2026, buying an estimated $41.1K and bringing the position to 119,735 shares worth $10.7M. The position accounts for 2.81% of the portfolio, ranked #10.

Strategic Family Wealth Counselors first reported a position in DLN in Q4 2018 and has held it in 30 quarters since. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Strategic Family Wealth Counselors held 119,735 shares of WisdomTree US LargeCap Dividend Fund worth $10.7M as of Q1 2026.
  • Strategic Family Wealth Counselors bought 452 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $41.1K.
  • WisdomTree US LargeCap Dividend Fund made up 2.81% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #10 holding.
  • Strategic Family Wealth Counselors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and has held it in 30 quarters since.
  • 468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.