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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CIBC Private Wealth Group's DLN Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025: 5,808 shares worth $512K. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in DLN as recently as Q4 2024.

CIBC Private Wealth Group first reported a position in DLN in Q4 2017 and has held it in 9 quarters since. The position peaked at $587K in Q4 2020. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

CIBC Private Wealth Group held 5,808 shares of WisdomTree US LargeCap Dividend Fund worth $512K as of Q4 2025.
WisdomTree US LargeCap Dividend Fund was a new CIBC Private Wealth Group position in Q4 2025.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #875 holding.
CIBC Private Wealth Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and has held it in 9 quarters since.
CIBC Private Wealth Group's WisdomTree US LargeCap Dividend Fund position peaked at $587K in Q4 2020.
459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.