LDB
DLN icon

Lee, Danner & Bass’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-400
Closed -$31.1K – 336
2024
Q4 		$31.1K Buy
+400
New +$31.9K ﹤0.01% 406

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 $377B 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 $432B 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 $666B AUM 30.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Lee, Danner & Bass's DLN Position: Q1 2025 in Review

Lee, Danner & Bass sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2025, closing a stake of 400 shares — an estimated $31.1K sold.

Lee, Danner & Bass first reported a position in DLN in Q4 2024 and held it in 1 quarter. The position peaked at $31.1K in Q4 2024. 418 funds tracked by Wall St. Rank hold DLN as of Q1 2025.

  • Lee, Danner & Bass reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 400 WisdomTree US LargeCap Dividend Fund shares in Q1 2025, an estimated $31.1K.
  • Lee, Danner & Bass first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's WisdomTree US LargeCap Dividend Fund position peaked at $31.1K in Q4 2024.
  • 418 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.