Corient Private Wealth
DLN icon

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

Corient Private Wealth’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 		$21.3M Sell
238,925
-244,709
-51% -$22.2M 0.03% 388
2025
Q4 		$42.4M Buy
483,634
+476,102
+6,321% +$41.6M 0.03% 397
2025
Q3 		$656K Buy
7,532
+311
+4% +$26.3K ﹤0.01% 1648
2025
Q2 		$593K Sell
7,221
-104
-1% -$8.12K ﹤0.01% 1613
2025
Q1 		$581K Buy
7,325
+226
+3% +$18K ﹤0.01% 1528
2024
Q4 		$552K Sell
7,099
-1,189
-14% -$94.8K ﹤0.01% 1567
2024
Q3 		$651K Buy
8,288
+1,001
+14% +$75.5K ﹤0.01% 1603
2024
Q2 		$530K Buy
7,287
+206
+3% +$14.7K ﹤0.01% 1606
2024
Q1 		$511K Buy
7,081
+557
+9% +$38.2K ﹤0.01% 1616
2023
Q4 		$433K Sell
6,524
-132
-2% -$8.29K ﹤0.01% 1684
2023
Q3 		$409K Buy
6,656
+1,667
+33% +$106K ﹤0.01% 1595
2023
Q2 		$317K Sell
4,989
-1,321
-21% -$82K ﹤0.01% 1671
2023
Q1 		$390K Sell
6,310
-68
-1% -$4.22K ﹤0.01% 1482
2022
Q4 		$395K Buy
+6,378
New +$389K ﹤0.01% 1232

Other funds holding DLN

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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