Lake Street Advisors Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$908K	Buy	11,676 +454	+4%	+$36.2K	0.04%	237
2024 Q3	$882K	Buy	11,222 +202	+2%	+$15.2K	0.04%	233
2024 Q2	$802K	Buy	11,020 +2	+0%	+$142	0.04%	250
2024 Q1	$795K	Buy	11,018 +2	+0%	+$137	0.04%	264
2023 Q4	$731K	Sell	11,016 -97	-0.9%	-$6.09K	0.04%	269
2023 Q3	$683K	Sell	11,113 -1,621	-13%	-$103K	0.04%	188
2023 Q2	$810K	Buy	+12,734	New	+$790K	0.04%	184
2023 Q1	–	Sell	-11,112	Closed	-$688K	–	353
2022 Q4	$688K	Buy	+11,112	New	+$678K	0.05%	169

Other funds holding DLN

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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 $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Lake Street Advisors Group's DLN Position: Q4 2024 in Review

Lake Street Advisors Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4% in Q4 2024, buying an estimated $36.2K and bringing the position to 11,676 shares worth $908K. The position accounts for 0.04% of the portfolio, ranked #237.

Lake Street Advisors Group first reported a position in DLN in Q4 2022 and has held it in 8 quarters since. 407 funds tracked by Wall St. Rank hold DLN as of Q4 2024.

Lake Street Advisors Group held 11,676 shares of WisdomTree US LargeCap Dividend Fund worth $908K as of Q4 2024.
Lake Street Advisors Group bought 454 WisdomTree US LargeCap Dividend Fund shares in Q4 2024, an estimated $36.2K.
WisdomTree US LargeCap Dividend Fund made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #237 holding.
Lake Street Advisors Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 8 quarters since.
407 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.