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

Tranquility 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 		$1.43M Buy
16,034
+1,005
+7% +$91.4K 0.54% 48
2025
Q4 		$1.32M Sell
15,029
-189
-1% -$16.5K 0.48% 52
2025
Q3 		$1.32M Sell
15,218
-1,227
-7% -$104K 0.45% 56
2025
Q2 		$1.35M Buy
16,445
+151
+0.9% +$11.8K 0.48% 58
2025
Q1 		$1.29M Buy
16,294
+665
+4% +$53.1K 0.5% 55
2024
Q4 		$1.23M Sell
15,629
-410
-3% -$32.7K 0.46% 57
2024
Q3 		$1.26M Buy
16,039
+74
+0.5% +$5.58K 0.46% 57
2024
Q2 		$1.16M Buy
15,965
+324
+2% +$23.1K 0.45% 56
2024
Q1 		$1.13M Buy
15,641
+40
+0.3% +$2.75K 0.44% 65
2023
Q4 		$1.04M Sell
15,601
-1,655
-10% -$104K 0.43% 66
2023
Q3 		$1.06M Buy
17,256
+1,701
+11% +$109K 0.45% 59
2023
Q2 		$989K Buy
15,555
+713
+5% +$44.2K 0.43% 64
2023
Q1 		$918K Buy
14,842
+628
+4% +$39K 0.44% 65
2022
Q4 		$881K Buy
14,214
+92
+0.7% +$5.62K 0.45% 64
2022
Q3 		$780K Sell
14,122
-615
-4% -$37.3K 0.43% 67
2022
Q2 		$871K Buy
14,737
+1,786
+14% +$112K 0.45% 64
2022
Q1 		$851K Buy
12,951
+1,447
+13% +$93.7K 0.4% 67
2021
Q4 		$760K Buy
11,504
+852
+8% +$53.9K 0.35% 78
2021
Q3 		$635K Sell
10,652
-900
-8% -$55.4K 0.32% 88
2021
Q2 		$695K Hold
11,552
– – 0.39% 79
2021
Q1 		$662K Buy
11,552
+26
+0.2% +$1.43K 0.41% 77
2020
Q4 		$620K Sell
11,526
-2,076
-15% -$106K 0.44% 78
2020
Q3 		$660K Sell
13,602
-102
-0.7% -$4.95K 0.56% 60
2020
Q2 		$636K Sell
13,704
-3,778
-22% -$170K 0.6% 53
2020
Q1 		$707K Sell
17,482
-4,200
-19% -$206K 0.81% 35
2019
Q4 		$1.15M Sell
21,682
-884
-4% -$45K 1.04% 29
2019
Q3 		$1.12M Buy
22,566
+6
+0% +$292 1.18% 25
2019
Q2 		$1.09M Buy
+22,560
New +$1.08M 1.18% 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

Tranquility Partners's DLN Position: Q1 2026 in Review

Tranquility Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 6.7% in Q1 2026, buying an estimated $91.4K and bringing the position to 16,034 shares worth $1.43M. The position accounts for 0.54% of the portfolio, ranked #48.

Tranquility Partners first reported a position in DLN in Q2 2019 and has held it in 28 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Tranquility Partners held 16,034 shares of WisdomTree US LargeCap Dividend Fund worth $1.43M as of Q1 2026.
  • Tranquility Partners bought 1,005 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $91.4K.
  • WisdomTree US LargeCap Dividend Fund made up 0.54% of Tranquility Partners's portfolio in Q1 2026, its #48 holding.
  • Tranquility Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2019 and has held it in 28 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.