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Glass Jacobson Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Glass Jacobson Investment 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
Q2 		– Sell
-120
Closed -$9.34K – 623
2025
Q1 		$9.34K Hold
120
– – ﹤0.01% 605
2024
Q4 		$9.34K Hold
120
– – ﹤0.01% 605
2024
Q3 		$9.43K Hold
120
– – ﹤0.01% 575
2024
Q2 		$8.73K Hold
120
– – ﹤0.01% 567
2024
Q1 		$8.66K Hold
120
– – ﹤0.01% 571
2023
Q4 		$7.97K Hold
120
– – ﹤0.01% 540
2023
Q3 		$7.38K Hold
120
– – ﹤0.01% 524
2023
Q2 		$7.63K Buy
+120
New +$7.44K ﹤0.01% 535
2022
Q4 		$7.43K Buy
+120
New +$7.33K ﹤0.01% 547

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
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

Glass Jacobson Investment Advisors's DLN Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2025, closing a stake of 120 shares — an estimated $9.34K sold.

Glass Jacobson Investment Advisors first reported a position in DLN in Q4 2022 and held it in 9 quarters. The position peaked at $9.43K in Q3 2024. 432 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 120 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $9.34K.
  • Glass Jacobson Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $9.43K in Q3 2024.
  • 432 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.