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Grey Fox Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Grey Fox Wealth 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
Q4 		– Sell
-10
Closed -$870 – 257
2025
Q3 		$870 Buy
+10
New +$846 ﹤0.01% 584

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Grey Fox Wealth Advisors's DLN Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 10 shares — an estimated $870 sold.

Grey Fox Wealth Advisors first reported a position in DLN in Q3 2025 and held it in 1 quarter. The position peaked at $870 in Q3 2025. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 10 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $870.
  • Grey Fox Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $870 in Q3 2025.
  • 459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.