CT
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Colonial Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Colonial Trust’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 		$14.4K Hold
164
– – ﹤0.01% 717
2025
Q4 		$14.5K Hold
164
– – ﹤0.01% 716
2025
Q3 		$14.2K Hold
164
– – ﹤0.01% 709
2025
Q2 		$13.4K Hold
164
– – ﹤0.01% 731
2025
Q1 		$12.9K Hold
164
– – ﹤0.01% 738
2024
Q4 		$12.7K Hold
164
– – ﹤0.01% 908
2024
Q3 		$12.8K Hold
164
– – ﹤0.01% 774
2024
Q2 		$11.9K Hold
164
– – ﹤0.01% 751
2024
Q1 		$11.8K Hold
164
– – ﹤0.01% 743
2023
Q4 		$10.9K Hold
164
– – ﹤0.01% 714
2023
Q3 		$10.4K Hold
164
– – ﹤0.01% 702
2023
Q2 		$10.3K Hold
164
– – ﹤0.01% 695
2023
Q1 		$10K Hold
164
– – ﹤0.01% 673
2022
Q4 		$10.2K Buy
+164
New +$10K ﹤0.01% 670

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