MC
DLN icon

Moors & Cabot’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Moors & Cabot’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 		– Sell
-2,418
Closed -$210K – 933
2025
Q3 		$210K Sell
2,418
-1,099
-31% -$93K 0.01% 824
2025
Q2 		$289K Sell
3,517
-35
-1% -$2.73K 0.01% 662
2025
Q1 		$282K Sell
3,552
-74
-2% -$5.91K 0.01% 659
2024
Q4 		$282K Sell
3,626
-268
-7% -$21.4K 0.01% 680
2024
Q3 		$306K Buy
3,894
+304
+8% +$22.9K 0.02% 652
2024
Q2 		$261K Buy
3,590
+169
+5% +$12K 0.01% 673
2024
Q1 		$247K Buy
+3,421
New +$235K 0.01% 741

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 $376B 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 $431B 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 $564B 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