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WealthBridge Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

WealthBridge Capital Management’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 		$1.62M Sell
18,187
-95
-0.5% -$8.64K 0.37% 57
2025
Q4 		$1.61M Sell
18,282
-65
-0.4% -$5.68K 0.37% 59
2025
Q3 		$1.6M Sell
18,347
-225
-1% -$19K 0.37% 57
2025
Q2 		$1.53M Sell
18,572
-30
-0.2% -$2.34K 0.39% 56
2025
Q1 		$1.48M Sell
18,602
-180
-1% -$14.4K 0.42% 53
2024
Q4 		$1.46M Buy
18,782
+48
+0.3% +$3.83K 0.41% 51
2024
Q3 		$1.47M Buy
18,734
+200
+1% +$15.1K 0.42% 53
2024
Q2 		$1.35M Sell
18,534
-887
-5% -$63.1K 0.44% 46
2024
Q1 		$1.4M Buy
19,421
+59
+0.3% +$4.05K 0.47% 46
2023
Q4 		$1.29M Buy
19,362
+282
+1% +$17.7K 0.48% 46
2023
Q3 		$1.17M Sell
19,080
-487
-2% -$31.1K 0.48% 46
2023
Q2 		$1.24M Sell
19,567
-147
-0.7% -$9.12K 0.5% 44
2023
Q1 		$1.22M Buy
19,714
+433
+2% +$26.9K 0.49% 47
2022
Q4 		$1.19M Buy
19,281
+127
+0.7% +$7.75K 0.5% 48
2022
Q3 		$1.13M Hold
19,154
– – 0.48% 44
2022
Q2 		$1.13M Sell
19,154
-114
-0.6% -$7.17K 0.48% 44
2022
Q1 		$1.27M Sell
19,268
-291
-1% -$18.8K 0.47% 46
2021
Q4 		$1.29M Sell
19,559
-561
-3% -$35.5K 0.48% 47
2021
Q3 		$1.2M Sell
20,120
-926
-4% -$57K 0.45% 48
2021
Q2 		$1.27M Buy
21,046
+714
+4% +$42.6K 0.46% 49
2021
Q1 		$1.17M Buy
20,332
+14
+0.1% +$770 0.48% 49
2020
Q4 		$1.09M Buy
20,318
+20
+0.1% +$1.02K 0.48% 48
2020
Q3 		$985K Buy
20,298
+16
+0.1% +$777 0.51% 44
2020
Q2 		$942K Sell
20,282
-110
-0.5% -$4.95K 0.53% 44
2020
Q1 		$825K Buy
20,392
+174
+0.9% +$8.52K 0.57% 43
2019
Q4 		$1.07M Sell
20,218
-120
-0.6% -$6.12K 0.69% 37
2019
Q3 		$1.01M Buy
20,338
+592
+3% +$28.9K 0.73% 35
2019
Q2 		$834K Sell
19,746
-942
-5% -$44.9K 0.76% 35
2019
Q1 		$981K Buy
20,688
+942
+5% +$42.9K 0.62% 34
2018
Q4 		$834K Buy
+19,746
New +$894K 0.63% 35

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WealthBridge Capital Management's DLN Position: Q1 2026 in Review

WealthBridge Capital Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.52% in Q1 2026, selling an estimated $8.64K and leaving 18,187 shares worth $1.62M. The position accounts for 0.37% of the portfolio, ranked #57.

WealthBridge Capital Management first reported a position in DLN in Q4 2018 and has held it in 30 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • WealthBridge Capital Management held 18,187 shares of WisdomTree US LargeCap Dividend Fund worth $1.62M as of Q1 2026.
  • WealthBridge Capital Management sold 95 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $8.64K.
  • WisdomTree US LargeCap Dividend Fund made up 0.37% of WealthBridge Capital Management's portfolio in Q1 2026, its #57 holding.
  • WealthBridge Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and has held it in 30 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.