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

FSA 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
Q3 		– Sell
-3,058
Closed -$251K – 151
2025
Q2 		$251K Sell
3,058
-4,876
-61% -$381K 0.2% 143
2025
Q1 		$630K Sell
7,934
-3,469
-30% -$277K 0.5% 68
2024
Q4 		$887K Buy
11,403
+787
+7% +$62.8K 1.09% 28
2024
Q3 		$772K Sell
10,616
-1,429
-12% -$108K 0.77% 35
2024
Q2 		$870K Sell
12,045
-38
-0.3% -$2.7K 0.91% 34
2024
Q1 		$872K Buy
+12,083
New +$830K 0.93% 30

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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 $2.58B AUM 22.97% 1-Year Est. Return

FSA Advisors's DLN Position: Q3 2025 in Review

FSA Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2025, closing a stake of 3,058 shares — an estimated $251K sold.

FSA Advisors first reported a position in DLN in Q1 2024 and held it in 6 quarters. The position peaked at $887K in Q4 2024. 434 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

  • FSA Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • FSA Advisors sold 3,058 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $251K.
  • FSA Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and held it in 6 quarters.
  • FSA Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $887K in Q4 2024.
  • 434 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on FSA Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.