BWL
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Bogart Wealth LLC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bogart Wealth LLC’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
Q4 		– Sell
-9
Closed -$794 – 1605
2025
Q3 		$794 Hold
9
– – ﹤0.01% 1321
2025
Q2 		$746 Buy
9
+3
+50% +$234 ﹤0.01% 1259
2025
Q1 		$478 Buy
6
+4
+200% +$319 ﹤0.01% 1291
2024
Q4 		$156 Hold
2
– – ﹤0.01% 1319
2024
Q3 		$157 Sell
2
-3
-60% -$226 ﹤0.01% 1110
2024
Q2 		$364 Hold
5
– – ﹤0.01% 1066
2024
Q1 		$361 Hold
5
– – ﹤0.01% 1026
2023
Q4 		$332 Hold
5
– – ﹤0.01% 1018
2023
Q3 		$307 Buy
+5
New +$319 ﹤0.01% 1029

Other funds holding DLN

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AF
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LPL Financial
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Morgan Stanley
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return