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Brookwood Investment Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Brookwood Investment Group’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 		– Sell
-2,998
Closed -$238K – 467
2025
Q1 		$238K Buy
+2,998
New +$239K 0.04% 356

Other funds holding DLN

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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

Brookwood Investment Group's DLN Position: Q2 2025 in Review

Brookwood Investment Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2025, closing a stake of 2,998 shares — an estimated $238K sold.

Brookwood Investment Group first reported a position in DLN in Q1 2025 and held it in 1 quarter. The position peaked at $238K in Q1 2025. 432 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

  • Brookwood Investment Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 2,998 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $238K.
  • Brookwood Investment Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and held it in 1 quarter.
  • Brookwood Investment Group's WisdomTree US LargeCap Dividend Fund position peaked at $238K in Q1 2025.
  • 432 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Brookwood Investment Group's 13F filing for Q2 2025, filed 1 Aug 2025.