WealthCare Investment Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

WealthCare Investment 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	$1.51M	Buy	16,844 +475	+3%	+$43.2K	0.42%	65
2025 Q4	$1.45M	Buy	16,369 +238	+1%	+$20.8K	0.42%	66
2025 Q3	$1.4M	Buy	16,131 +221	+1%	+$18.7K	0.46%	66
2025 Q2	$1.33M	Buy	15,910 +1,634	+11%	+$128K	0.48%	62
2025 Q1	$1.05M	Buy	14,276 +5,127	+56%	+$409K	0.44%	59
2024 Q4	$711K	Buy	9,149 +4,751	+108%	+$379K	0.31%	73
2024 Q3	$344K	Buy	+4,398	New	+$332K	0.15%	104

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

WealthCare Investment Partners's DLN Position: Q1 2026 in Review

WealthCare Investment Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.9% in Q1 2026, buying an estimated $43.2K and bringing the position to 16,844 shares worth $1.51M. The position accounts for 0.42% of the portfolio, ranked #65.

WealthCare Investment Partners first reported a position in DLN in Q3 2024 and has held it in 7 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

WealthCare Investment Partners held 16,844 shares of WisdomTree US LargeCap Dividend Fund worth $1.51M as of Q1 2026.
WealthCare Investment Partners bought 475 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $43.2K.
WisdomTree US LargeCap Dividend Fund made up 0.42% of WealthCare Investment Partners's portfolio in Q1 2026, its #65 holding.
WealthCare Investment Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 7 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.