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B.O.S.S. Retirement Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

B.O.S.S. Retirement Advisors’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
Q3 		– Sell
-2,557
Closed -$210K – 198
2025
Q2 		$210K Sell
2,557
-488
-16% -$38.1K 0.05% 182
2025
Q1 		$242K Sell
3,045
-296
-9% -$23.6K 0.07% 155
2024
Q4 		$260K Buy
+3,341
New +$266K 0.07% 152

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DLN Position: Q3 2025 in Review

B.O.S.S. Retirement Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2025, closing a stake of 2,557 shares — an estimated $210K sold.

B.O.S.S. Retirement Advisors first reported a position in DLN in Q4 2024 and held it in 3 quarters. The position peaked at $260K in Q4 2024. 434 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

  • B.O.S.S. Retirement Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 2,557 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $210K.
  • B.O.S.S. Retirement Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and held it in 3 quarters.
  • B.O.S.S. Retirement Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $260K in Q4 2024.
  • 434 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.