Wealth Effects’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wealth Effects’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 Q3	$201K	Buy	+2,071	New	+$206K	0.05%	232

Other funds holding DLN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Wealth Effects's DLN Position: Q3 2026 in Review

Wealth Effects opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2026: 2,071 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #232 among its holdings.

298 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Wealth Effects held 2,071 shares of WisdomTree US LargeCap Dividend Fund worth $201K as of Q3 2026.
WisdomTree US LargeCap Dividend Fund was a new Wealth Effects position in Q3 2026.
WisdomTree US LargeCap Dividend Fund made up 0.05% of Wealth Effects's portfolio in Q3 2026, its #232 holding.
298 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Wealth Effects's 13F filing for Q3 2026, filed 23 Oct 2026.