CIA
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Choate Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Choate Investment Advisors’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
2026
Q1 		$421K Hold
4,710
– – 0.01% 324
2025
Q4 		$415K Hold
4,710
– – 0.01% 333
2025
Q3 		$410K Hold
4,710
– – 0.01% 313
2025
Q2 		$387K Hold
4,710
– – 0.01% 298
2025
Q1 		$374K Hold
4,710
– – 0.01% 296
2024
Q4 		$366K Hold
4,710
– – 0.01% 301
2024
Q3 		$370K Hold
4,710
– – 0.01% 292
2024
Q2 		$343K Hold
4,710
– – 0.01% 292
2024
Q1 		$340K Hold
4,710
– – 0.01% 316
2023
Q4 		$313K Hold
4,710
– – 0.01% 303
2023
Q3 		$290K Hold
4,710
– – 0.01% 301
2023
Q2 		$300K Hold
4,710
– – 0.01% 239
2023
Q1 		$291K Hold
4,710
– – 0.01% 227
2022
Q4 		$292K Buy
+4,710
New +$288K 0.02% 226

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $431B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return