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FLP Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

FLP Wealth 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
Q1 		– Sell
-97
Closed -$7.55K – 152
2024
Q4 		$7.55K Buy
+97
New +$7.74K 0.02% 268

Other funds holding DLN

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TC
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

FLP Wealth Management's DLN Position: Q1 2025 in Review

FLP Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2025, closing a stake of 97 shares — an estimated $7.55K sold.

FLP Wealth Management first reported a position in DLN in Q4 2024 and held it in 1 quarter. The position peaked at $7.55K in Q4 2024. 418 funds tracked by Wall St. Rank hold DLN as of Q1 2025.

  • FLP Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 97 WisdomTree US LargeCap Dividend Fund shares in Q1 2025, an estimated $7.55K.
  • FLP Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $7.55K in Q4 2024.
  • 418 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.