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

Thoroughbred Financial Services’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	$776K	Hold	8,696	–	–	0.05%	324
2025 Q4	$765K	Sell	8,696 -192	-2%	-$16.8K	0.05%	320
2025 Q3	$773K	Buy	8,888 +131	+1%	+$11.1K	0.05%	317
2025 Q2	$719K	Sell	8,757 -1,814	-17%	-$142K	0.05%	318
2025 Q1	$839K	Buy	10,571 +1	+0%	+$80	0.05%	324
2024 Q4	$822K	Buy	10,570 +789	+8%	+$62.9K	0.05%	311
2024 Q3	$768K	Buy	9,781 +276	+3%	+$20.8K	0.05%	322
2024 Q2	$691K	Buy	9,505 +2,576	+37%	+$183K	0.05%	328
2024 Q1	$500K	Sell	6,929 -2,126	-23%	-$146K	0.05%	288
2023 Q4	$601K	Hold	9,055	–	–	0.05%	328
2023 Q3	$556K	Buy	9,055 +2,576	+40%	+$164K	0.05%	306
2023 Q2	$412K	Hold	6,479	–	–	0.05%	276
2023 Q1	$400K	Buy	6,479 +18	+0.3%	+$1.12K	0.06%	273
2022 Q4	$400K	Buy	6,461 +1,098	+20%	+$67K	0.07%	261
2022 Q3	$296K	Buy	5,363 +486	+10%	+$29.5K	0.06%	277
2022 Q2	$288K	Buy	+4,877	New	+$307K	0.05%	282

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

Thoroughbred Financial Services's DLN Position: Q1 2026 in Review

Thoroughbred Financial Services held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 8,696 shares worth $776K. The position accounts for 0.05% of the portfolio, ranked #324.

Thoroughbred Financial Services first reported a position in DLN in Q2 2022 and has held it in 16 quarters since. The position peaked at $839K in Q1 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Thoroughbred Financial Services held 8,696 shares of WisdomTree US LargeCap Dividend Fund worth $776K as of Q1 2026.
Thoroughbred Financial Services left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.05% of Thoroughbred Financial Services's portfolio in Q1 2026, its #324 holding.
Thoroughbred Financial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 16 quarters since.
Thoroughbred Financial Services's WisdomTree US LargeCap Dividend Fund position peaked at $839K in Q1 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.