MCM
DLN icon

MidAtlantic Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

MidAtlantic Capital 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 		$4.17M Buy
46,626
+1,937
+4% +$176K 2.87% 10
2025
Q4 		$3.94M Buy
44,689
+1,332
+3% +$116K 2.52% 11
2025
Q3 		$3.77M Buy
43,357
+86
+0.2% +$7.28K 2.58% 12
2025
Q2 		$3.55M Buy
43,271
+4,534
+12% +$354K 2.52% 12
2025
Q1 		$3.07M Buy
38,737
+9,139
+31% +$729K 2.42% 13
2024
Q4 		$2.3M Buy
29,598
+1,057
+4% +$84.3K 1.69% 16
2024
Q3 		$2.24M Buy
28,541
+8,586
+43% +$648K 1.64% 17
2024
Q2 		$1.45M Buy
19,955
+4,363
+28% +$310K 1.22% 20
2024
Q1 		$1.13M Buy
15,592
+5,541
+55% +$380K 0.99% 22
2023
Q4 		$667K Buy
+10,051
New +$631K 0.65% 40

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