CIBC Private Wealth Group
DLN icon

CIBC Private Wealth Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

CIBC Private Wealth 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
Q4 		$512K Buy
+5,808
New +$507K ﹤0.01% 875
2025
Q1 		– Sell
-147
Closed -$11.5K – 3136
2024
Q4 		$11.5K Sell
147
-1,335
-90% -$106K ﹤0.01% 2232
2024
Q3 		$116K Hold
1,482
– – ﹤0.01% 1411
2024
Q2 		$109K Sell
1,482
-419
-22% -$29.8K ﹤0.01% 1369
2024
Q1 		$136K Buy
+1,901
New +$131K ﹤0.01% 1267
2021
Q1 		– Sell
-10,922
Closed -$587K – 1029
2020
Q4 		$587K Buy
+10,922
New +$559K ﹤0.01% 744
2018
Q3 		– Sell
-382
Closed -$17K – 1140
2018
Q2 		$17K Hold
382
– – ﹤0.01% 1444
2018
Q1 		$17K Hold
382
– – ﹤0.01% 1415
2017
Q4 		$18K Buy
+382
New +$17.1K ﹤0.01% 1423

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
LPL Financial
LPL Financial San Diego, California $376B 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 $431B 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 $564B AUM 30.12% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return