ARC
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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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return