DLN — WISDOMTREE U.S. LARGECAP DIVIDEND FUND

Ownership history in Imprint Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Imprint Wealth LLC reported a position in WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.54% (2025 Q3)
Avg. % of fund
2.24%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,708 -4,409 -48.4% 1.94% $415K $87.92
2025 Q3 INITIATED 9,117 — — 2.54% $793K $86.40
% of Fund (quarterly)    DLN price (monthly, adj. close)

Other funds also holding DLN

As of 2025 Q4 — sorted by position size

Fox Financial, Inc 21.87% truNorth Financial Services, Inc. 13.26% Waterway Wealth Management, LLC 12.33% FIDELIS iM, LLC 3Y 9.16% Fairway Wealth LLC 6.63% TopTier Wealth Management, LLC 5.97% Trilogy Capital Inc. 3Y 7Y 4.4% IAG Wealth Partners, LLC 3Y 3.98% MidAtlantic Capital Management, Inc. 2.52% Strategic Family Wealth Counselors, L.L.C. 3Y 7Y 2.38%
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