National Bank of Canada
DLN icon

National Bank of Canada’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

National Bank of Canada’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 		$756K Sell
8,460
-240
-3% -$21.8K ﹤0.01% 1286
2025
Q4 		$766K Buy
8,700
+8,364
+2,489% +$730K ﹤0.01% 1250
2025
Q3 		$29.2K Hold
336
– – ﹤0.01% 2069
2025
Q2 		$27.6K Hold
336
– – ﹤0.01% 2101
2025
Q1 		$26.7K Hold
336
– – ﹤0.01% 2021
2024
Q4 		$26.1K Hold
336
– – ﹤0.01% 2112
2024
Q3 		$26.4K Hold
336
– – ﹤0.01% 1875
2024
Q2 		$24.3K Hold
336
– – ﹤0.01% 1911
2024
Q1 		$24K Sell
336
-200
-37% -$13.7K ﹤0.01% 1974
2023
Q4 		$35.7K Hold
536
– – ﹤0.01% 1871
2023
Q3 		$32.4K Hold
536
– – ﹤0.01% 1915
2023
Q2 		$34K Hold
536
– – ﹤0.01% 1882
2023
Q1 		$33.2K Hold
536
– – ﹤0.01% 1837
2022
Q4 		$33.2K Hold
536
– – ﹤0.01% 1866
2022
Q3 		$29K Hold
536
– – ﹤0.01% 1887
2022
Q2 		$32K Hold
536
– – ﹤0.01% 1920
2022
Q1 		$35K Hold
536
– – ﹤0.01% 1989
2021
Q4 		$35K Buy
+536
New +$33.9K ﹤0.01% 1986

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