FCI
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Financial Counselors Inc’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Financial Counselors Inc’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
Q2 		– Sell
-3,982
Closed -$316K – 157
2025
Q1 		$316K Sell
3,982
-187
-4% -$14.9K ﹤0.01% 492
2024
Q4 		$324K Hold
4,169
– – ﹤0.01% 485
2024
Q3 		$328K Sell
4,169
-109
-3% -$8.22K ﹤0.01% 497
2024
Q2 		$311K Sell
4,278
-24
-0.6% -$1.71K 0.01% 481
2024
Q1 		$311K Hold
4,302
– – 0.01% 493
2023
Q4 		$286K Sell
4,302
-901
-17% -$56.6K 0.01% 497
2023
Q3 		$320K Buy
5,203
+901
+21% +$57.5K 0.01% 452
2023
Q2 		$274K Sell
4,302
-137
-3% -$8.5K 0.01% 441
2023
Q1 		$275K Buy
+4,439
New +$276K 0.01% 434
2022
Q2 		– Sell
-3,724
Closed -$245K – 510
2022
Q1 		$245K Sell
3,724
-104
-3% -$6.73K 0.01% 464
2021
Q4 		$253K Sell
3,828
-2,000
-34% -$127K 0.01% 455
2021
Q3 		$348K Hold
5,828
– – 0.01% 422
2021
Q2 		$351K Hold
5,828
– – 0.01% 415
2021
Q1 		$334K Sell
5,828
-246
-4% -$13.5K 0.01% 422
2020
Q4 		$326K Hold
6,074
– – 0.01% 416
2020
Q3 		$295K Sell
6,074
-1,832
-23% -$89K 0.01% 408
2020
Q2 		$367K Hold
7,906
– – 0.01% 390
2020
Q1 		$320K Sell
7,906
-90
-1% -$4.41K 0.01% 354
2019
Q4 		$424K Hold
7,996
– – 0.02% 367
2019
Q3 		$396K Hold
7,996
– – 0.02% 368
2019
Q2 		$387K Hold
7,996
– – 0.02% 360
2019
Q1 		$377K Hold
7,996
– – 0.02% 362
2018
Q4 		$338K Buy
+7,996
New +$362K 0.02% 355

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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Financial Counselors Inc's DLN Position: Q2 2025 in Review

Financial Counselors Inc sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2025, closing a stake of 3,982 shares — an estimated $316K sold.

Financial Counselors Inc first reported a position in DLN in Q4 2018 and held it in 23 quarters. The position peaked at $424K in Q4 2019. 433 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

  • Financial Counselors Inc reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 3,982 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $316K.
  • Financial Counselors Inc first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and held it in 23 quarters.
  • Financial Counselors Inc's WisdomTree US LargeCap Dividend Fund position peaked at $424K in Q4 2019.
  • 433 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.