ATI
DLN icon

ARK & TLK Investments’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

ARK & TLK Investments’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
Q1 		$465K Sell
5,210
-251
-5% -$22.8K 0.13% 84
2025
Q4 		$481K Hold
5,461
– – 0.13% 79
2025
Q3 		$475K Hold
5,461
– – 0.15% 77
2025
Q2 		$449K Sell
5,461
-303
-5% -$23.7K 0.14% 82
2025
Q1 		$457K Sell
5,764
-446
-7% -$35.6K 0.16% 75
2024
Q4 		$483K Hold
6,210
– – 0.17% 69
2024
Q3 		$488K Hold
6,210
– – 0.17% 66
2024
Q2 		$452K Sell
6,210
-403
-6% -$28.7K 0.17% 71
2024
Q1 		$477K Sell
6,613
-295
-4% -$20.3K 0.19% 65
2023
Q4 		$459K Buy
+6,908
New +$434K 0.18% 65

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return