Aspire Private Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-1,080	Closed	-$84.8K	–	283
2024 Q3	$84.8K	Hold	1,080	–	–	0.02%	205
2024 Q2	$78.6K	Hold	1,080	–	–	0.02%	206
2024 Q1	$78K	Hold	1,080	–	–	0.02%	212
2023 Q4	$71.7K	Hold	1,080	–	–	0.02%	204
2023 Q3	$66.4K	Hold	1,080	–	–	0.02%	193
2023 Q2	$68.7K	Hold	1,080	–	–	0.02%	185
2023 Q1	$66.8K	Hold	1,080	–	–	0.02%	176
2022 Q4	$66.9K	Hold	1,080	–	–	0.02%	170
2022 Q3	$60K	Hold	1,080	–	–	0.02%	169
2022 Q2	$64K	Hold	1,080	–	–	0.02%	170
2022 Q1	$71K	Buy	+1,080	New	+$69.9K	0.02%	173

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

EWM

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

GVAG

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

Aspire Private Capital's DLN Position: Q4 2024 in Review

Aspire Private Capital sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2024, closing a stake of 1,080 shares — an estimated $84.8K sold.

Aspire Private Capital first reported a position in DLN in Q1 2022 and held it in 11 quarters. The position peaked at $84.8K in Q3 2024. 407 funds tracked by Wall St. Rank hold DLN as of Q4 2024.

Aspire Private Capital reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 1,080 WisdomTree US LargeCap Dividend Fund shares in Q4 2024, an estimated $84.8K.
Aspire Private Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2022 and held it in 11 quarters.
Aspire Private Capital's WisdomTree US LargeCap Dividend Fund position peaked at $84.8K in Q3 2024.
407 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.