Focus Financial Network’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Focus Financial Network’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 Q4	–	Sell	-2,807	Closed	-$244K	–	739
2025 Q3	$244K	Hold	2,807	–	–	0.01%	653
2025 Q2	$231K	Hold	2,807	–	–	0.01%	649
2025 Q1	$223K	Hold	2,807	–	–	0.01%	626
2024 Q4	$218K	Hold	2,807	–	–	0.01%	633
2024 Q3	$221K	Hold	2,807	–	–	0.01%	623
2024 Q2	$212K	Buy	+2,807	New	+$200K	0.01%	624
2024 Q1	–	Sell	-29,925	Closed	-$1.99M	–	655
2023 Q4	$1.99M	Buy	+29,925	New	+$1.88M	0.07%	209
2022 Q3	–	Sell	-3,409	Closed	-$201K	–	479
2022 Q2	$201K	Buy	+3,409	New	+$214K	0.02%	464
2022 Q1	–	Sell	-23,439	Closed	-$1.55M	–	529
2021 Q4	$1.55M	Buy	23,439 +105	+0.4%	+$6.64K	0.23%	98
2021 Q3	$1.39M	Buy	23,334 +426	+2%	+$26.2K	0.19%	126
2021 Q2	$1.38M	Buy	22,908 +534	+2%	+$31.8K	0.18%	128
2021 Q1	$1.28M	Buy	+22,374	New	+$1.23M	0.15%	136

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Focus Financial Network's DLN Position: Q4 2025 in Review

Focus Financial Network sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 2,807 shares — an estimated $244K sold.

Focus Financial Network first reported a position in DLN in Q1 2021 and held it in 12 quarters. The position peaked at $1.99M in Q4 2023. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

Focus Financial Network reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Focus Financial Network sold 2,807 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $244K.
Focus Financial Network first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and held it in 12 quarters.
Focus Financial Network's WisdomTree US LargeCap Dividend Fund position peaked at $1.99M in Q4 2023.
459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Focus Financial Network's 13F filing for Q4 2025, filed 12 Jan 2026.