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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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Moors & Cabot's DLN Position: Q4 2025 in Review

Moors & Cabot sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 2,418 shares — an estimated $210K sold.

Moors & Cabot first reported a position in DLN in Q1 2024 and held it in 7 quarters. The position peaked at $306K in Q3 2024. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

  • Moors & Cabot reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Moors & Cabot sold 2,418 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $210K.
  • Moors & Cabot first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and held it in 7 quarters.
  • Moors & Cabot's WisdomTree US LargeCap Dividend Fund position peaked at $306K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Moors & Cabot's 13F filing for Q4 2025, filed 10 Feb 2026.