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

Wolfstich Capital’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	$342K	Hold	3,501	–	–	0.28%	19
2026 Q2	$340K	Sell	3,501 -243	-6%	-$23K	0.26%	18
2026 Q1	$328K	Sell	3,744 -509	-12%	-$46.3K	0.29%	36
2025 Q4	$375K	Buy	4,253 +229	+6%	+$20K	0.35%	14
2025 Q3	$350K	Hold	4,024	–	–	0.71%	12
2025 Q2	$331K	Hold	4,024	–	–	0.73%	12
2025 Q1	$319K	Hold	4,024	–	–	0.29%	19
2024 Q4	$313K	Buy	+4,024	New	+$321K	0.28%	20

Other funds holding DLN

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

LKWM

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

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wolfstich Capital's DLN Position: Q3 2026 in Review

Wolfstich Capital held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 3,501 shares worth $342K. The position accounts for 0.28% of the portfolio, ranked #19.

Wolfstich Capital first reported a position in DLN in Q4 2024 and has held it in 8 quarters since. The position peaked at $375K in Q4 2025. 86 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Wolfstich Capital held 3,501 shares of WisdomTree US LargeCap Dividend Fund worth $342K as of Q3 2026.
Wolfstich Capital left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Dividend Fund made up 0.28% of Wolfstich Capital's portfolio in Q3 2026, its #19 holding.
Wolfstich Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 8 quarters since.
Wolfstich Capital's WisdomTree US LargeCap Dividend Fund position peaked at $375K in Q4 2025.
86 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Wolfstich Capital's 13F filing for Q3 2026, filed 14 Oct 2026.