CWM
DLN icon

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

Congress 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 		$4.63M Sell
56,332
-958
-2% -$74.8K 0.04% 399
2025
Q1 		$4.55M Sell
57,290
-3,809
-6% -$304K 0.05% 344
2024
Q4 		$4.75M Buy
61,099
+2,536
+4% +$202K 0.07% 290
2024
Q3 		$4.6M Hold
58,563
– – 0.06% 304
2024
Q2 		$4.26M Sell
58,563
-1,288
-2% -$91.7K 0.07% 264
2024
Q1 		$4.32M Sell
59,851
-3,635
-6% -$250K 0.07% 243
2023
Q4 		$4.21M Buy
63,486
+4,126
+7% +$259K 0.08% 241
2023
Q3 		$3.65M Buy
59,360
+1,387
+2% +$88.5K 0.08% 248
2023
Q2 		$3.69M Sell
57,973
-3,381
-6% -$210K 0.09% 222
2023
Q1 		$3.8M Buy
61,354
+3,181
+5% +$197K 0.09% 209
2022
Q4 		$3.6M Buy
58,173
+174
+0.3% +$10.6K 0.09% 210
2022
Q3 		$3.21M Sell
57,999
-1,403
-2% -$85.1K 0.09% 223
2022
Q2 		$3.51M Sell
59,402
-5,478
-8% -$344K 0.09% 222
2022
Q1 		$4.26M Buy
64,880
+4
+0% +$259 0.09% 222
2021
Q4 		$4.28M Buy
+64,876
New +$4.1M 0.09% 242

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

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

Congress Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.7% in Q2 2025, selling an estimated $74.8K and leaving 56,332 shares worth $4.63M. The position accounts for 0.04% of the portfolio, ranked #399.

Congress Wealth Management first reported a position in DLN in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.75M in Q4 2024. 433 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

  • Congress Wealth Management held 56,332 shares of WisdomTree US LargeCap Dividend Fund worth $4.63M as of Q2 2025.
  • Congress Wealth Management sold 958 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $74.8K.
  • WisdomTree US LargeCap Dividend Fund made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #399 holding.
  • Congress Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $4.75M in Q4 2024.
  • 433 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.