NFA
DLN icon

Northwest Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Northwest Financial 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
2025
Q4 		– Sell
-8,706
Closed -$758K – 71
2025
Q3 		$758K Buy
8,706
+34
+0.4% +$2.88K 0.97% 29
2025
Q2 		$712K Buy
8,672
+39
+0.5% +$3.05K 0.99% 30
2025
Q1 		$685K Buy
8,633
+30
+0.3% +$2.39K 0.57% 44
2024
Q4 		$669K Buy
8,603
+4,024
+88% +$321K 0.55% 44
2024
Q3 		$360K Sell
4,579
-85
-2% -$6.41K 0.29% 69
2024
Q2 		$339K Buy
4,664
+17
+0.4% +$1.21K 0.34% 66
2024
Q1 		$335K Buy
4,647
+12
+0.3% +$824 0.37% 67
2023
Q4 		$308K Buy
+4,635
New +$291K 0.26% 65

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