Legend Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Legend Financial Advisors’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	–	Sell	-104	Closed	-$8.54K	–	69
2025 Q2	$8.54K	Buy	+104	New	+$8.12K	0.01%	121
2025 Q1	–	Sell	-104	Closed	-$8.09K	–	91
2024 Q4	$8.09K	Hold	104	–	–	0.01%	127
2024 Q3	$8.17K	Hold	104	–	–	0.01%	111
2024 Q2	$7.57K	Sell	104 -21	-17%	-$1.49K	0.01%	168
2024 Q1	$9.02K	Buy	125 +83	+198%	+$5.7K	0.01%	140
2023 Q4	$2.79K	Buy	+42	New	+$2.64K	﹤0.01%	172
2023 Q3	–	Sell	-124	Closed	-$7.89K	–	199
2023 Q2	$7.89K	Hold	124	–	–	0.01%	164
2023 Q1	$7.67K	Sell	124 -62	-33%	-$3.85K	0.01%	171
2022 Q4	$11.5K	Buy	+186	New	+$11.4K	0.01%	154

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

Legend Financial Advisors's DLN Position: Q3 2025 in Review

Legend Financial Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2025, closing a stake of 104 shares — an estimated $8.54K sold.

Legend Financial Advisors first reported a position in DLN in Q4 2022 and held it in 9 quarters. The position peaked at $11.5K in Q4 2022. 436 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

Legend Financial Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 104 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $8.54K.
Legend Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and held it in 9 quarters.
Legend Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $11.5K in Q4 2022.
436 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.