FGA
DLN icon

Fortis Group Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Fortis Group 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
2026
Q1 		$44.7K Hold
500
– – 0.01% 305
2025
Q4 		$44K Hold
500
– – 0.01% 308
2025
Q3 		$43.5K Hold
500
– – 0.01% 262
2025
Q2 		$41.1K Hold
500
– – 0.01% 253
2025
Q1 		$39.7K Hold
500
– – 0.01% 224
2024
Q4 		$38.9K Hold
500
– – 0.01% 225
2024
Q3 		$39.3K Hold
500
– – 0.01% 217
2024
Q2 		$36.4K Hold
500
– – 0.01% 217
2024
Q1 		$36.1K Sell
500
-500
-50% -$34.3K 0.01% 237
2023
Q4 		$66.4K Buy
1,000
+500
+100% +$31.4K 0.02% 159
2023
Q3 		$30.7K Buy
+500
New +$31.9K 0.01% 158
2020
Q3 		$24K Buy
+500
New +$24.3K ﹤0.01% 239

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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