IWC
DLN icon

Integrated Wealth Concepts’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Integrated Wealth Concepts’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 		$1.03M Buy
11,499
+8,697
+310% +$791K 0.01% 1095
2025
Q4 		$247K Sell
2,802
-8,216
-75% -$718K ﹤0.01% 1413
2025
Q3 		$959K Buy
11,018
+3,236
+42% +$274K 0.01% 1005
2025
Q2 		$639K Sell
7,782
-1,360
-15% -$106K 0.01% 1140
2025
Q1 		$726K Sell
9,142
-369
-4% -$29.4K 0.01% 977
2024
Q4 		$740K Buy
9,511
+2,176
+30% +$174K 0.01% 955
2024
Q3 		$576K Buy
7,335
+447
+6% +$33.7K 0.01% 1022
2024
Q2 		$501K Buy
6,888
+3,580
+108% +$255K 0.01% 1049
2024
Q1 		$239K Sell
3,308
-315
-9% -$21.6K ﹤0.01% 1443
2023
Q4 		$240K Buy
+3,623
New +$228K ﹤0.01% 1377
2023
Q2 		– Sell
-4,013
Closed -$248K – 1569
2023
Q1 		$248K Buy
+4,013
New +$249K 0.01% 1145

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