LNWWM
DLN icon

Laird Norton Wetherby Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Laird Norton Wetherby Wealth Management’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 		$795K Buy
9,135
+52
+0.6% +$4.4K 0.03% 443
2025
Q2 		$746K Buy
+9,083
New +$709K 0.03% 445
2024
Q4 		$706K Buy
9,081
+1
+0% +$80 0.03% 429
2024
Q3 		$713K Buy
9,080
+1
+0% +$75 0.03% 448
2024
Q2 		$660K Buy
9,079
+229
+3% +$16.3K 0.03% 465
2024
Q1 		$639K Hold
8,850
– – 0.03% 482
2023
Q4 		$587K Hold
8,850
– – 0.03% 499
2023
Q3 		$544K Hold
8,850
– – 0.03% 495
2023
Q2 		$563K Hold
8,850
– – 0.03% 496
2023
Q1 		$547K Hold
8,850
– – 0.03% 501
2022
Q4 		$548K Hold
8,850
– – 0.04% 492
2022
Q3 		$489K Hold
8,850
– – 0.03% 502
2022
Q2 		$523K Buy
+8,850
New +$556K 0.04% 488

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 $376B 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 $431B 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 $564B 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 $2.56B AUM 22.97% 1-Year Est. Return