CWM
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Centricity Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Centricity Wealth Management’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 		$20.5K Hold
250
– – 0.02% 255
2025
Q1 		$19.8K Hold
250
– – 0.02% 252
2024
Q4 		$19.4K Buy
+250
New +$19.9K 0.02% 254

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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Centricity Wealth Management's DLN Position: Q2 2025 in Review

Centricity Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2025 at 250 shares worth $20.5K. The position accounts for 0.02% of the portfolio, ranked #255.

Centricity Wealth Management first reported a position in DLN in Q4 2024 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

  • Centricity Wealth Management held 250 shares of WisdomTree US LargeCap Dividend Fund worth $20.5K as of Q2 2025.
  • Centricity Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2025.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #255 holding.
  • Centricity Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.