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

Summit Financial’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 		$777K Sell
8,703
-2
-0% -$182 0.01% 864
2025
Q4 		$767K Buy
8,705
+1
+0% +$87 0.01% 749
2025
Q3 		$758K Sell
8,704
-426
-5% -$36K 0.01% 738
2025
Q2 		$750K Buy
+9,130
New +$713K 0.02% 475

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

Summit Financial's DLN Position: Q1 2026 in Review

Summit Financial reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.02% in Q1 2026, selling an estimated $182 and leaving 8,703 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #864.

Summit Financial first reported a position in DLN in Q2 2025 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Summit Financial held 8,703 shares of WisdomTree US LargeCap Dividend Fund worth $777K as of Q1 2026.
  • Summit Financial sold 2 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $182.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Summit Financial's portfolio in Q1 2026, its #864 holding.
  • Summit Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 4 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.