MFIM
DLN icon

Mesirow Financial Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Mesirow Financial Investment Management’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
2026
Q1 		$842K Buy
9,421
+19
+0.2% +$1.73K 0.01% 288
2025
Q4 		$828K Sell
9,402
-2,428
-21% -$212K 0.02% 262
2025
Q3 		$1.03M Buy
11,830
+19
+0.2% +$1.61K 0.02% 263
2025
Q2 		$970K Sell
11,811
-11,811
-50% -$923K 0.02% 266
2025
Q1 		$1.87M Buy
23,622
+11,811
+100% +$942K 0.04% 198
2024
Q4 		$919K Sell
11,811
-12,071
-51% -$963K 0.02% 275
2024
Q3 		$1.88M Buy
23,882
+11,942
+100% +$901K 0.04% 203
2024
Q2 		$869K Sell
11,940
-198
-2% -$14.1K 0.02% 263
2024
Q1 		$876K Buy
12,138
+1,414
+13% +$97.1K 0.02% 270
2023
Q4 		$712K Buy
+10,724
New +$674K 0.03% 258

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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