Vicus Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $268K | Buy |
3,005
+156
| +5% | +$14.2K | 0.02% | 226 |
|
|
2025
Q4 | $251K | Sell |
2,849
-402
| -12% | -$35.1K | 0.02% | 234 |
|
|
2025
Q3 | $283K | Sell |
3,251
-13
| -0.4% | -$1.1K | 0.02% | 234 |
|
|
2025
Q2 | $268K | Buy |
3,264
+3
| +0.1% | +$234 | 0.02% | 231 |
|
|
2025
Q1 | $259K | Buy |
3,261
+6
| +0.2% | +$479 | 0.02% | 205 |
|
|
2024
Q4 | $253K | Sell |
3,255
-16
| -0.5% | -$1.28K | 0.02% | 197 |
|
|
2024
Q3 | $257K | Sell |
3,271
-2
| -0.1% | -$151 | 0.02% | 194 |
|
|
2024
Q2 | $238K | Sell |
3,273
-112
| -3% | -$7.97K | 0.02% | 244 |
|
|
2024
Q1 | $244K | Sell |
3,385
-482
| -12% | -$33.1K | 0.02% | 241 |
|
|
2023
Q4 | $257K | Buy |
3,867
+6
| +0.2% | +$377 | 0.03% | 178 |
|
|
2023
Q3 | $237K | Sell |
3,861
-2,188
| -36% | -$140K | 0.02% | 225 |
|
|
2023
Q2 | $385K | Sell |
6,049
-1,196
| -17% | -$74.2K | 0.04% | 151 |
|
|
2023
Q1 | $448K | Sell |
7,245
-232
| -3% | -$14.4K | 0.05% | 137 |
|
|
2022
Q4 | $463K | Sell |
7,477
-10,137
| -58% | -$619K | 0.05% | 130 |
|
|
2022
Q3 | $973K | Sell |
17,614
-2,170
| -11% | -$132K | 0.11% | 98 |
|
|
2022
Q2 | $1.17M | Sell |
19,784
-2,087
| -10% | -$131K | 0.13% | 91 |
|
|
2022
Q1 | $1.44M | Buy |
21,871
+6,627
| +43% | +$429K | 0.14% | 79 |
|
|
2021
Q4 | $1.01M | Buy |
15,244
+928
| +6% | +$58.7K | 0.1% | 106 |
|
|
2021
Q3 | $854K | Sell |
14,316
-12,758
| -47% | -$786K | 0.14% | 77 |
|
|
2021
Q2 | $1.63M | Buy |
27,074
+64
| +0.2% | +$3.82K | 0.27% | 50 |
|
|
2021
Q1 | $1.55M | Buy |
27,010
+1,640
| +6% | +$90.2K | 0.18% | 67 |
|
|
2020
Q4 | $1.36M | Buy |
25,370
+10,424
| +70% | +$534K | 0.17% | 69 |
|
|
2020
Q3 | $725K | Buy |
14,946
+984
| +7% | +$47.8K | 0.1% | 100 |
|
|
2020
Q2 | $648K | Buy |
13,962
+2,374
| +20% | +$107K | 0.1% | 107 |
|
|
2020
Q1 | $469K | Buy |
11,588
+292
| +3% | +$14.3K | 0.09% | 112 |
|
|
2019
Q4 | $598K | Sell |
11,296
-266
| -2% | -$13.6K | 0.09% | 114 |
|
|
2019
Q3 | $573K | Buy |
11,562
+1,206
| +12% | +$58.8K | 0.08% | 145 |
|
|
2019
Q2 | $502K | Sell |
10,356
-20,138
| -66% | -$961K | 0.07% | 150 |
|
|
2019
Q1 | $1.44M | Buy |
30,494
+3,150
| +12% | +$143K | 0.23% | 70 |
|
|
2018
Q4 | $1.16M | Buy |
27,344
+15,094
| +123% | +$684K | 0.21% | 85 |
|
|
2018
Q3 | $584K | Buy |
12,250
+6,330
| +107% | +$297K | 0.09% | 137 |
|
|
2018
Q2 | $266K | Buy |
5,920
+706
| +14% | +$31.7K | 0.04% | 204 |
|
|
2018
Q1 | $231K | Buy |
+5,214
| New | +$240K | 0.04% | 216 |
|
Other funds holding DLN
GVAG
TC
Vicus Capital's DLN Position: Q1 2026 in Review
Vicus Capital increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 5.5% in Q1 2026, buying an estimated $14.2K and bringing the position to 3,005 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #226.
Vicus Capital first reported a position in DLN in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.63M in Q2 2021. 466 funds tracked by Wall St. Rank hold DLN as of Q1 2026.
- Vicus Capital held 3,005 shares of WisdomTree US LargeCap Dividend Fund worth $268K as of Q1 2026.
- Vicus Capital bought 156 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $14.2K.
- WisdomTree US LargeCap Dividend Fund made up 0.02% of Vicus Capital's portfolio in Q1 2026, its #226 holding.
- Vicus Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2018 and has held it in 33 quarters since.
- Vicus Capital's WisdomTree US LargeCap Dividend Fund position peaked at $1.63M in Q2 2021.
- 466 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.
Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.