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Capital Analysts LLC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Capital Analysts 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
Q3 		– Sell
-3,250
Closed -$267K – 1434
2025
Q2 		$267K Buy
3,250
+18
+0.6% +$1.41K 0.01% 492
2025
Q1 		$257K Buy
3,232
+14
+0.4% +$1.12K 0.01% 484
2024
Q4 		$250K Buy
3,218
+17
+0.5% +$1.36K 0.01% 453
2024
Q3 		$251K Buy
3,201
+16
+0.5% +$1.21K 0.01% 433
2024
Q2 		$232K Buy
3,185
+19
+0.6% +$1.35K 0.01% 439
2024
Q1 		$229K Buy
3,166
+14
+0.4% +$961 0.01% 418
2023
Q4 		$209K Buy
3,152
+23
+0.7% +$1.45K 0.01% 414
2023
Q3 		$192K Sell
3,129
-728
-19% -$46.5K 0.01% 397
2023
Q2 		$240K Sell
3,857
-134
-3% -$8.31K 0.01% 361
2023
Q1 		$247K Sell
3,991
-128
-3% -$7.95K 0.01% 355
2022
Q4 		$256K Sell
4,119
-72
-2% -$4.39K 0.02% 369
2022
Q3 		$232K Buy
4,191
+26
+0.6% +$1.58K 0.02% 338
2022
Q2 		$246K Sell
4,165
-74
-2% -$4.65K 0.02% 321
2022
Q1 		$279K Buy
4,239
+16
+0.4% +$1.04K 0.02% 312
2021
Q4 		$279K Buy
4,223
+23
+0.5% +$1.46K 0.02% 312
2021
Q3 		$251K Buy
4,200
+20
+0.5% +$1.23K 0.02% 315
2021
Q2 		$251K Buy
4,180
+20
+0.5% +$1.19K 0.02% 316
2021
Q1 		$239K Buy
4,160
+3,660
+732% +$201K 0.02% 313
2020
Q4 		$27K Hold
500
– – ﹤0.01% 479
2020
Q3 		$24K Hold
500
– – ﹤0.01% 480
2020
Q2 		$23K Hold
500
– – ﹤0.01% 458
2020
Q1 		$20K Hold
500
– – ﹤0.01% 447
2019
Q4 		$26K Hold
500
– – ﹤0.01% 465
2019
Q3 		$24K Hold
500
– – ﹤0.01% 460
2019
Q2 		$24K Hold
500
– – ﹤0.01% 444
2019
Q1 		$23K Hold
500
– – ﹤0.01% 424
2018
Q4 		$21K Buy
+500
New +$22.6K ﹤0.01% 399

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Capital Analysts LLC's DLN Position: Q3 2025 in Review

Capital Analysts LLC sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2025, closing a stake of 3,250 shares — an estimated $267K sold.

Capital Analysts LLC first reported a position in DLN in Q4 2018 and held it in 27 quarters. The position peaked at $279K in Q1 2022. 436 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

  • Capital Analysts LLC reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 3,250 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $267K.
  • Capital Analysts LLC first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and held it in 27 quarters.
  • Capital Analysts LLC's WisdomTree US LargeCap Dividend Fund position peaked at $279K in Q1 2022.
  • 436 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.