Vise Technologies’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Vise Technologies’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	$1.23M	Hold	13,996	–	–	0.02%	518
2025 Q4	$1.23M	Buy	13,996 +2,015	+17%	+$176K	0.02%	520
2025 Q3	$1.04M	Sell	11,981 -711	-6%	-$60.2K	0.04%	418
2025 Q2	$1.04M	Buy	+12,692	New	+$991K	0.04%	424
2024 Q4	–	Sell	-7,452	Closed	-$585K	–	822
2024 Q3	$585K	Buy	+7,452	New	+$562K	0.07%	255

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

Vise Technologies's DLN Position: Q1 2026 in Review

Vise Technologies held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 13,996 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #518.

Vise Technologies first reported a position in DLN in Q3 2024 and has held it in 5 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Vise Technologies held 13,996 shares of WisdomTree US LargeCap Dividend Fund worth $1.23M as of Q1 2026.
Vise Technologies left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #518 holding.
Vise Technologies first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 5 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.