MWA
DLN icon

Midland Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Midland Wealth 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
2026
Q1 		$498K Sell
5,573
-339
-6% -$30.8K 0.03% 112
2025
Q4 		$521K Sell
5,912
-1,096
-16% -$95.7K 0.03% 106
2025
Q3 		$610K Sell
7,008
-675
-9% -$57.1K 0.03% 100
2025
Q2 		$631K Sell
7,683
-31
-0.4% -$2.42K 0.03% 102
2025
Q1 		$612K Sell
7,714
-261
-3% -$20.8K 0.04% 114
2024
Q4 		$620K Sell
7,975
-318
-4% -$25.4K 0.04% 118
2024
Q3 		$651K Sell
8,293
-934
-10% -$70.5K 0.04% 120
2024
Q2 		$671K Sell
9,227
-176
-2% -$12.5K 0.04% 117
2024
Q1 		$679K Sell
9,403
-443
-4% -$30.4K 0.04% 115
2023
Q4 		$654K Buy
+9,846
New +$619K 0.04% 116

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