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Cornerstone National Bank & Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cornerstone National Bank & 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
2025
Q3 		– Sell
-100
Closed -$8.21K – 172
2025
Q2 		$8.21K Hold
100
– – ﹤0.01% 148
2025
Q1 		$7.94K Hold
100
– – ﹤0.01% 144
2024
Q4 		$7.78K Hold
100
– – ﹤0.01% 141
2024
Q3 		$7.86K Buy
+100
New +$7.55K ﹤0.01% 141

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $432B 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 $666B 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cornerstone National Bank & Trust's DLN Position: Q3 2025 in Review

Cornerstone National Bank & Trust sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2025, closing a stake of 100 shares — an estimated $8.21K sold.

Cornerstone National Bank & Trust first reported a position in DLN in Q3 2024 and held it in 4 quarters. The position peaked at $8.21K in Q2 2025. 434 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

  • Cornerstone National Bank & Trust reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Cornerstone National Bank & Trust sold 100 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $8.21K.
  • Cornerstone National Bank & Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and held it in 4 quarters.
  • Cornerstone National Bank & Trust's WisdomTree US LargeCap Dividend Fund position peaked at $8.21K in Q2 2025.
  • 434 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Cornerstone National Bank & Trust's 13F filing for Q3 2025, filed 28 Jan 2026.