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Moloney Securities Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$1.39M Sell
15,996
-53
-0.3% -$4.49K 0.17% 151
2025
Q2 		$1.32M Buy
16,049
+2,073
+15% +$162K 0.16% 152
2025
Q1 		$1.11M Buy
13,976
+1,492
+12% +$119K 0.15% 164
2024
Q4 		$971K Buy
12,484
+2,882
+30% +$230K 0.13% 180
2024
Q3 		$754K Buy
9,602
+1,742
+22% +$131K 0.1% 225
2024
Q2 		$572K Sell
7,860
-459
-6% -$32.7K 0.08% 250
2024
Q1 		$601K Sell
8,319
-275
-3% -$18.9K 0.09% 240
2023
Q4 		$570K Buy
8,594
+1,738
+25% +$109K 0.09% 230
2023
Q3 		$422K Sell
6,856
-121
-2% -$7.72K 0.08% 245
2023
Q2 		$444K Sell
6,977
-708
-9% -$43.9K 0.08% 251
2023
Q1 		$475K Sell
7,685
-12
-0.2% -$745 0.09% 241
2022
Q4 		$477K Buy
7,697
+964
+14% +$58.8K 0.11% 227
2022
Q3 		$372K Sell
6,733
-79
-1% -$4.79K 0.09% 239
2022
Q2 		$403K Buy
6,812
+629
+10% +$39.5K 0.09% 227
2022
Q1 		$406K Buy
6,183
+1,532
+33% +$99.2K 0.08% 249
2021
Q4 		$307K Buy
4,651
+1,085
+30% +$68.6K 0.05% 320
2021
Q3 		$213K Buy
+3,566
New +$220K 0.04% 385

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 $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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Moloney Securities Asset Management's DLN Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.33% in Q3 2025, selling an estimated $4.49K and leaving 15,996 shares worth $1.39M. The position accounts for 0.17% of the portfolio, ranked #151.

Moloney Securities Asset Management first reported a position in DLN in Q3 2021 and has held it in 17 quarters since. 434 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

  • Moloney Securities Asset Management held 15,996 shares of WisdomTree US LargeCap Dividend Fund worth $1.39M as of Q3 2025.
  • Moloney Securities Asset Management sold 53 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $4.49K.
  • WisdomTree US LargeCap Dividend Fund made up 0.17% of Moloney Securities Asset Management's portfolio in Q3 2025, its #151 holding.
  • Moloney Securities Asset Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and has held it in 17 quarters since.
  • 434 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.