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Financial Advocates Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-2,675
Closed -$220K – 201
2025
Q2 		$220K Sell
2,675
-3,232
-55% -$252K 0.02% 569
2025
Q1 		$469K Sell
5,907
-1,396
-19% -$111K 0.03% 441
2024
Q4 		$568K Buy
7,303
+14
+0.2% +$1.12K 0.03% 415
2024
Q3 		$573K Buy
7,289
+13
+0.2% +$981 0.03% 423
2024
Q2 		$529K Sell
7,276
-344
-5% -$24.5K 0.03% 426
2024
Q1 		$550K Buy
7,620
+406
+6% +$27.9K 0.03% 434
2023
Q4 		$479K Sell
7,214
-29
-0.4% -$1.82K 0.03% 439
2023
Q3 		$445K Sell
7,243
-269
-4% -$17.2K 0.03% 441
2023
Q2 		$478K Sell
7,512
-4,846
-39% -$301K 0.03% 420
2023
Q1 		$764K Buy
12,358
+3,876
+46% +$241K 0.05% 338
2022
Q4 		$525K Sell
8,482
-585
-6% -$35.7K 0.04% 439
2022
Q3 		$501K Buy
9,067
+2,632
+41% +$160K 0.04% 418
2022
Q2 		$380K Buy
6,435
+506
+9% +$31.8K 0.03% 459
2022
Q1 		$390K Sell
5,929
-616
-9% -$39.9K 0.03% 505
2021
Q4 		$422K Sell
6,545
-731
-10% -$46.3K 0.03% 531
2021
Q3 		$434K Buy
7,276
+220
+3% +$13.6K 0.03% 507
2021
Q2 		$424K Sell
7,056
-32,596
-82% -$1.94M 0.03% 516
2021
Q1 		$2.27M Buy
39,652
+458
+1% +$25.2K 0.16% 152
2020
Q4 		$2.09M Sell
39,194
-2,034
-5% -$104K 0.14% 161
2020
Q3 		$2M Sell
41,228
-3,168
-7% -$154K 0.17% 126
2020
Q2 		$2.04M Sell
44,396
-486
-1% -$21.9K 0.19% 124
2020
Q1 		$1.82M Buy
44,882
+1,796
+4% +$88K 0.26% 101
2019
Q4 		$2.28M Sell
43,086
-8,996
-17% -$458K 0.24% 105
2019
Q3 		$2.58M Sell
52,082
-894
-2% -$43.6K 0.29% 87
2019
Q2 		$2.57M Buy
52,976
+2,196
+4% +$105K 0.3% 89
2019
Q1 		$2.39M Sell
50,780
-30
-0.1% -$1.36K 0.3% 90
2018
Q4 		$2.15M Buy
50,810
+488
+1% +$22.1K 0.29% 97
2018
Q3 		$2.4M Buy
50,322
+2,606
+5% +$122K 0.27% 94
2018
Q2 		$2.14M Sell
47,716
-142
-0.3% -$6.37K 0.26% 94
2018
Q1 		$2.12M Buy
47,858
+398
+0.8% +$18.3K 0.28% 88
2017
Q4 		$2.19M Buy
+47,460
New +$2.13M 0.3% 83

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 $1.66T 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 $6.33B AUM 25.27% 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

Financial Advocates Investment Management's DLN Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2025, closing a stake of 2,675 shares — an estimated $220K sold.

Financial Advocates Investment Management first reported a position in DLN in Q4 2017 and held it in 31 quarters. The position peaked at $2.58M in Q3 2019. 435 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,675 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $220K.
  • Financial Advocates Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $2.58M in Q3 2019.
  • 435 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.