WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
US ˙ ARCA ˙ US97717W3079

SecurityDLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
InstitutionWell Done, LLC
Latest Disclosed Ownership10,114 shares
Latest Disclosed Value $ 903,484
Well Done, LLC ownership in DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund

On April 14, 2026 - Well Done, LLC filed a 13F-HR form disclosing ownership of 10,114 shares of WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund (US:DLN) valued at $903,484 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 10,114 shares of WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund. This represents a change in shares of 0.00% during the quarter. The current value of the position is $980,047 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 10,114 0 0.00 903 1.46 0.1327
2026-01-13 2025-12-31 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 10,114 0 0.00 891 1.14 0.1331
2025-10-28 2025-09-30 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 10,114 0 0.00 880 6.02 0.1499
2025-07-15 2025-06-30 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 10,114 0 0.00 831 5.60 0.1558
2025-04-21 2025-03-31 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 10,114 1,750 20.92 787 19.63 0.1426
2025-01-17 2024-12-31 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 8,364 0 0.00 657 0.00 0.1203
2024-10-17 2024-09-30 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 8,364 0 0.00 657 8.06 0.1201
2024-07-18 2024-06-30 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 8,364 0 0.00 608 0.83 0.1264
2024-04-18 2024-03-31 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 8,364 0 0.00 604 8.65 0.1187
2024-01-18 2023-12-31 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 8,364 0 0.00 555 7.98 0.1086
2023-10-16 2023-09-30 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 8,364 0 0.00 514 -3.20 0.1140
2023-07-20 2023-06-30 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 8,364 0 0.00 532 2.71 0.1131
2023-04-20 2023-03-31 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 8,364 0 0.00 517 -0.19 0.1119
2023-01-18 2022-12-31 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 8,364 -4,100 -32.89 518 -24.82 0.1113
2022-10-14 2022-09-30 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 12,464 0 0.00 689 -6.51 0.1685
2022-07-18 2022-06-30 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 12,464 0 0.00 737 -10.01 0.1621
2022-04-20 2022-03-31 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 12,464 0 0.00 819 -0.49 0.1637
2022-01-21 2021-12-31 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 12,464 6,232 100.00 823 10.77 0.1667
2021-11-01 2021-09-30 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,232 0 0.00 743 -0.93 0.1656
2021-07-19 2021-06-30 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,232 0 0.00 750 4.90 0.1653
2021-04-29 2021-03-31 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,232 0 0.00 715 6.72 0.1641
2021-02-02 2020-12-31 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,232 58 0.94 670 11.85 0.1658
2020-10-19 2020-09-30 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,174 -146 -2.31 599 2.04 0.1688
2020-07-20 2020-06-30 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,320 -641 -9.21 587 4.26 0.1614
2020-04-16 2020-03-31 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,961 935 15.52 563 -11.76 0.1705
2020-01-29 2019-12-31 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,026 -15 -0.25 638 6.69 0.1477
2019-10-15 2019-09-30 13F/A-1 WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,041 -544 -8.26 598 -6.27 0.1471
2019-10-15 2019-09-30 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,041 -544 598
2019-07-19 2019-06-30 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,585 105 1.62 638 4.42 0.1490
2019-05-09 2019-03-31 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,480 123 1.93 611 13.78 0.1502
2019-02-13 2018-12-31 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 6,357 498 8.50 537 -3.94 0.1507
2018-11-14 2018-09-30 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 5,859 -65 -1.10 559 5.27 0.1579
2018-08-03 2018-06-30 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 5,924 3,244 121.04 531 124.05 0.1591
2018-05-11 2018-03-31 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 2,680 0 0.00 237 -4.05 0.0736
2018-02-09 2017-12-31 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 2,680 -34 -1.25 247 4.66 0.0806
2017-10-26 2017-09-30 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 2,714 -52 -1.88 236 1.29 0.0724
2017-07-20 2017-06-30 13F WISDOMTREE TR US LARGECAP DIVD 97717W307 2,766 -38 -1.36 233 0.00 0.0813
2017-04-28 2017-03-31 13F WISDOMTREE TR LARGECAP DIVID 97717W307 2,804 0 0.00 233 4.02 0.0826
2017-01-25 2016-12-31 13F WISDOMTREE TR LARGECAP DIVID 97717W307 2,804 0 0.00 224 3.70 0.0846
2016-11-02 2016-09-30 13F WISDOMTREE TR LARGECAP DIVID 97717W307 2,804 0 0.00 216 1.89 0.0778
2016-10-27 2016-06-30 13F WISDOMTREE TR LARGECAP DIVID 97717W307 2,804 -28 -0.99 212 1.92 0.0771
2016-10-27 2016-03-31 13F WISDOMTREE TR LARGECAP DIVID 97717W307 2,832 0 0.00 208 3.48 0.0754
2016-10-27 2015-12-31 13F WISDOMTREE TR LARGECAP DIVID 97717W307 2,832 2,832 201 0.0710
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.