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Atria Wealth Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Atria Wealth Solutions’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 		$2.53M Sell
30,778
-2,077
-6% -$162K 0.06% 357
2025
Q1 		$2.61M Sell
32,855
-14,729
-31% -$1.18M 0.03% 541
2024
Q4 		$3.7M Buy
47,584
+1,104
+2% +$88K 0.04% 436
2024
Q3 		$3.65M Sell
46,480
-46,276
-50% -$3.49M 0.04% 431
2024
Q2 		$6.75M Buy
92,756
+5,303
+6% +$377K 0.07% 268
2024
Q1 		$6.31M Buy
87,453
+2,434
+3% +$167K 0.07% 287
2023
Q4 		$5.64M Buy
85,019
+1,399
+2% +$87.9K 0.07% 277
2023
Q3 		$5.14M Sell
83,620
-9,727
-10% -$621K 0.07% 286
2023
Q2 		$5.94M Buy
93,347
+815
+0.9% +$50.6K 0.08% 240
2023
Q1 		$5.72M Buy
92,532
+2,390
+3% +$148K 0.08% 237
2022
Q4 		$5.58M Sell
90,142
-619
-0.7% -$37.8K 0.09% 239
2022
Q3 		$5.02M Sell
90,761
-5,991
-6% -$363K 0.09% 231
2022
Q2 		$5.72M Sell
96,752
-41,860
-30% -$2.63M 0.11% 206
2022
Q1 		$9.11M Buy
+138,612
New +$8.98M 0.15% 139

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 $377B 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 $432B 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 $666B 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 $2.58B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Atria Wealth Solutions's DLN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 6.3% in Q2 2025, selling an estimated $162K and leaving 30,778 shares worth $2.53M. The position accounts for 0.06% of the portfolio, ranked #357.

Atria Wealth Solutions first reported a position in DLN in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.11M in Q1 2022. 432 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

  • Atria Wealth Solutions held 30,778 shares of WisdomTree US LargeCap Dividend Fund worth $2.53M as of Q2 2025.
  • Atria Wealth Solutions sold 2,077 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $162K.
  • WisdomTree US LargeCap Dividend Fund made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #357 holding.
  • Atria Wealth Solutions first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's WisdomTree US LargeCap Dividend Fund position peaked at $9.11M in Q1 2022.
  • 432 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.