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Empowered Funds’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Empowered Funds’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 		– Sell
-15,353
Closed -$1.34M – 1238
2025
Q3 		$1.34M Buy
+15,353
New +$1.3M 0.01% 1084
2024
Q2 		– Sell
-2,980
Closed -$215K – 1392
2024
Q1 		$215K Buy
+2,980
New +$205K ﹤0.01% 1291

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Empowered Funds's DLN Position: Q4 2025 in Review

Empowered Funds sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 15,353 shares — an estimated $1.34M sold.

Empowered Funds first reported a position in DLN in Q1 2024 and held it in 2 quarters. The position peaked at $1.34M in Q3 2025. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

  • Empowered Funds reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 15,353 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $1.34M.
  • Empowered Funds first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and held it in 2 quarters.
  • Empowered Funds's WisdomTree US LargeCap Dividend Fund position peaked at $1.34M in Q3 2025.
  • 459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.