First Horizon Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

First Horizon 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
2025 Q2	$55K	Hold	670	–	–	﹤0.01%	950
2025 Q1	$53.2K	Hold	670	–	–	﹤0.01%	903
2024 Q4	$52.1K	Sell	670 -534	-44%	-$42.6K	﹤0.01%	929
2024 Q3	$94.6K	Hold	1,204	–	–	﹤0.01%	744
2024 Q2	$87.6K	Hold	1,204	–	–	﹤0.01%	719
2024 Q1	$86.9K	Hold	1,204	–	–	﹤0.01%	730
2023 Q4	$79.9K	Hold	1,204	–	–	﹤0.01%	734
2023 Q3	$74K	Hold	1,204	–	–	﹤0.01%	711
2023 Q2	$76.6K	Buy	1,204 +534	+80%	+$33.1K	﹤0.01%	729
2023 Q1	$41.4K	Hold	670	–	–	﹤0.01%	968
2022 Q4	$41.5K	Hold	670	–	–	﹤0.01%	940
2022 Q3	$37K	Hold	670	–	–	﹤0.01%	951
2022 Q2	$40K	Hold	670	–	–	﹤0.01%	1007
2022 Q1	$44K	Hold	670	–	–	﹤0.01%	672
2021 Q4	$44K	Hold	670	–	–	﹤0.01%	965
2021 Q3	$40K	Hold	670	–	–	﹤0.01%	996
2021 Q2	$40K	Hold	670	–	–	﹤0.01%	864
2021 Q1	$38K	Hold	670	–	–	﹤0.01%	843
2020 Q4	$36K	Hold	670	–	–	﹤0.01%	702
2020 Q3	$33K	Hold	670	–	–	﹤0.01%	658
2020 Q2	$31K	Hold	670	–	–	﹤0.01%	654
2020 Q1	$27K	Sell	670 -180	-21%	-$8.82K	﹤0.01%	634
2019 Q4	$44K	Buy	850 +180	+27%	+$9.17K	﹤0.01%	600
2019 Q3	$33K	Hold	670	–	–	﹤0.01%	665
2019 Q2	$32K	Hold	670	–	–	﹤0.01%	705
2019 Q1	$32K	Hold	670	–	–	﹤0.01%	646
2018 Q4	$28K	Hold	670	–	–	﹤0.01%	663
2018 Q3	$32K	Hold	670	–	–	﹤0.01%	711
2018 Q2	$30K	Buy	+670	New	+$30.1K	﹤0.01%	746

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

First Horizon Advisors's DLN Position: Q2 2025 in Review

First Horizon Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2025 at 670 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

First Horizon Advisors first reported a position in DLN in Q2 2018 and has held it in 29 quarters since. The position peaked at $94.6K in Q3 2024. 432 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

First Horizon Advisors held 670 shares of WisdomTree US LargeCap Dividend Fund worth $55K as of Q2 2025.
First Horizon Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2025.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #950 holding.
First Horizon Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2018 and has held it in 29 quarters since.
First Horizon Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $94.6K in Q3 2024.
432 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.