EWA
DLN icon

EverSource Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

EverSource Wealth Advisors’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 		$627K Sell
7,019
-740
-10% -$67.3K 0.02% 514
2025
Q4 		$683K Sell
7,759
-60
-0.8% -$5.24K 0.03% 436
2025
Q3 		$680K Sell
7,819
-10
-0.1% -$846 0.03% 405
2025
Q2 		$643K Sell
7,829
-1,127
-13% -$88K 0.03% 380
2025
Q1 		$711K Hold
8,956
– – 0.04% 312
2024
Q4 		$697K Sell
8,956
-840
-9% -$67K 0.04% 304
2024
Q3 		$770K Buy
9,796
+1,331
+16% +$100K 0.05% 260
2024
Q2 		$637K Hold
8,465
– – 0.04% 279
2024
Q1 		$586K Buy
8,465
+62
+0.7% +$4.26K 0.05% 244
2023
Q4 		$558K Sell
8,403
-400
-5% -$25.1K 0.05% 232
2023
Q3 		$541K Hold
8,803
– – 0.06% 220
2023
Q2 		$560K Hold
8,803
– – 0.06% 219
2023
Q1 		$545K Buy
8,803
+180
+2% +$11.2K 0.07% 208
2022
Q4 		$534K Buy
+8,623
New +$526K 0.08% 188

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