U.S. Capital Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

U.S. Capital Wealth 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	$469K	Buy	5,255 +723	+16%	+$65.7K	0.01%	691
2025 Q4	$399K	Buy	+4,532	New	+$396K	0.01%	717
2023 Q1	–	Sell	-600	Closed	-$37.2K	–	854
2022 Q4	$37.2K	Buy	+600	New	+$36.6K	﹤0.01%	949

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

U.S. Capital Wealth Advisors's DLN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 16% in Q1 2026, buying an estimated $65.7K and bringing the position to 5,255 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #691.

U.S. Capital Wealth Advisors first reported a position in DLN in Q4 2022 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

U.S. Capital Wealth Advisors held 5,255 shares of WisdomTree US LargeCap Dividend Fund worth $469K as of Q1 2026.
U.S. Capital Wealth Advisors bought 723 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $65.7K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #691 holding.
U.S. Capital Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 3 quarters since.
468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.