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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's DLN Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.57% in Q3 2025, buying an estimated $4.4K and bringing the position to 9,135 shares worth $795K. The position accounts for 0.03% of the portfolio, ranked #443.

Laird Norton Wetherby Wealth Management first reported a position in DLN in Q2 2022 and has held it in 13 quarters since. 436 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

Laird Norton Wetherby Wealth Management held 9,135 shares of WisdomTree US LargeCap Dividend Fund worth $795K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 52 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $4.4K.
WisdomTree US LargeCap Dividend Fund made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #443 holding.
Laird Norton Wetherby Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 13 quarters since.
436 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.