LFA
DLN icon

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
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