Focus Partners Wealth
DLN icon

Focus Partners Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$231M Buy
2,588,235
+9,077
+0.4% +$825K 0.26% 86
2025
Q4 		$227M Buy
2,579,158
+116,260
+5% +$10.2M 0.26% 80
2025
Q3 		$214M Buy
2,462,898
+51,051
+2% +$4.32M 0.35% 62
2025
Q2 		$198M Buy
2,411,847
+40,866
+2% +$3.19M 0.43% 46
2025
Q1 		$188M Buy
2,370,981
+20,155
+0.9% +$1.61M 0.47% 45
2024
Q4 		$183M Buy
2,350,826
+2,331,196
+11,876% +$186M 0.48% 40
2024
Q3 		$1.54M Sell
19,630
-2,181,356
-99% -$165M ﹤0.01% 834
2024
Q2 		$160M Buy
2,200,986
+9,763
+0.4% +$695K 0.54% 40
2024
Q1 		$158M Buy
2,191,223
+2,176,934
+15,235% +$149M 1.28% 11
2023
Q4 		$949K Buy
+14,289
New +$898K 0.01% 459

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $2.56B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return