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

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

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

GVAG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bogart Wealth LLC's DLN Position: Q4 2025 in Review

Bogart Wealth LLC sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 9 shares — an estimated $794 sold.

Bogart Wealth LLC first reported a position in DLN in Q3 2023 and held it in 9 quarters. The position peaked at $794 in Q3 2025. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

Bogart Wealth LLC reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Bogart Wealth LLC sold 9 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $794.
Bogart Wealth LLC first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2023 and held it in 9 quarters.
Bogart Wealth LLC's WisdomTree US LargeCap Dividend Fund position peaked at $794 in Q3 2025.
459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.