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Main Street Financial Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Main Street Financial Solutions’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
Q4 		$16.9M Buy
192,406
+3,779
+2% +$330K 1.27% 14
2025
Q3 		$16.4M Buy
188,627
+13,129
+7% +$1.11M 1.05% 20
2025
Q2 		$14.4M Sell
175,498
-5,679
-3% -$444K 1.05% 20
2025
Q1 		$14.4M Buy
181,177
+9,964
+6% +$795K 1.25% 14
2024
Q4 		$13.3M Buy
171,213
+7,922
+5% +$632K 1.31% 15
2024
Q3 		$12.8M Buy
163,291
+7,829
+5% +$591K 1.18% 15
2024
Q2 		$11.3M Buy
155,462
+6,869
+5% +$489K 1.07% 17
2024
Q1 		$10.7M Sell
148,593
-31,844
-18% -$2.19M 1.15% 15
2023
Q4 		$12M Sell
180,437
-322
-0.2% -$20.2K 1.55% 11
2023
Q3 		$11.1M Buy
180,759
+350
+0.2% +$22.3K 1.57% 11
2023
Q2 		$11.5M Buy
180,409
+3,728
+2% +$231K 1.55% 11
2023
Q1 		$10.9M Buy
176,681
+4,650
+3% +$289K 1.6% 10
2022
Q4 		$10.7M Buy
172,031
+5,858
+4% +$358K 1.68% 10
2022
Q3 		$9.31M Buy
166,173
+8,269
+5% +$501K 1.53% 11
2022
Q2 		$9.37M Buy
+157,904
New +$9.93M 1.21% 21

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
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

Main Street Financial Solutions's DLN Position: Q4 2025 in Review

Main Street Financial Solutions increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2% in Q4 2025, buying an estimated $330K and bringing the position to 192,406 shares worth $16.9M. The position accounts for 1.27% of the portfolio, ranked #14.

Main Street Financial Solutions first reported a position in DLN in Q2 2022 and has held it in 15 quarters since. 458 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

  • Main Street Financial Solutions held 192,406 shares of WisdomTree US LargeCap Dividend Fund worth $16.9M as of Q4 2025.
  • Main Street Financial Solutions bought 3,779 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $330K.
  • WisdomTree US LargeCap Dividend Fund made up 1.27% of Main Street Financial Solutions's portfolio in Q4 2025, its #14 holding.
  • Main Street Financial Solutions first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 15 quarters since.
  • 458 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.