Advisor Resource Council’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-5,926	Closed	-$455K	–	286
2025 Q1	$455K	Buy	+5,926	New	+$473K	0.04%	380
2024 Q1	–	Sell	-5,845	Closed	-$388K	–	304
2023 Q4	$388K	Buy	+5,845	New	+$367K	0.05%	301
2022 Q3	–	Sell	-7,315	Closed	-$432K	–	235
2022 Q2	$432K	Buy	+7,315	New	+$460K	0.04%	305
2022 Q1	–	Sell	-6,587	Closed	-$435K	–	292
2021 Q4	$435K	Buy	+6,587	New	+$417K	0.03%	357
2021 Q3	–	Sell	-6,554	Closed	-$394K	–	279
2021 Q2	$394K	Buy	+6,554	New	+$391K	0.04%	348

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Advisor Resource Council's DLN Position: Q2 2025 in Review

Advisor Resource Council sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2025, closing a stake of 5,926 shares — an estimated $455K sold.

Advisor Resource Council first reported a position in DLN in Q2 2021 and held it in 5 quarters. The position peaked at $455K in Q1 2025. 433 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

Advisor Resource Council reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 5,926 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $455K.
Advisor Resource Council first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's WisdomTree US LargeCap Dividend Fund position peaked at $455K in Q1 2025.
433 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.