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

Vertex Planning 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	$226K	Buy	2,531 +2	+0.1%	+$182	0.04%	126
2025 Q4	$223K	Sell	2,529 -7	-0.3%	-$611	0.05%	121
2025 Q3	$221K	Buy	2,536 +3	+0.1%	+$254	0.04%	193
2025 Q2	$208K	Buy	2,533 +3	+0.1%	+$234	0.04%	184
2025 Q1	$201K	Buy	+2,530	New	+$202K	0.04%	178
2024 Q1	–	Sell	-3,419	Closed	-$227K	–	155
2023 Q4	$227K	Buy	+3,419	New	+$215K	0.07%	148

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

Vertex Planning Partners's DLN Position: Q1 2026 in Review

Vertex Planning Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.08% in Q1 2026, buying an estimated $182 and bringing the position to 2,531 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #126.

Vertex Planning Partners first reported a position in DLN in Q4 2023 and has held it in 6 quarters since. The position peaked at $227K in Q4 2023. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Vertex Planning Partners held 2,531 shares of WisdomTree US LargeCap Dividend Fund worth $226K as of Q1 2026.
Vertex Planning Partners bought 2 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $182.
WisdomTree US LargeCap Dividend Fund made up 0.04% of Vertex Planning Partners's portfolio in Q1 2026, its #126 holding.
Vertex Planning Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 6 quarters since.
Vertex Planning Partners's WisdomTree US LargeCap Dividend Fund position peaked at $227K in Q4 2023.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.