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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwest Financial Advisors's DLN Position: Q4 2025 in Review

Northwest Financial Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 8,706 shares — an estimated $758K sold.

Northwest Financial Advisors first reported a position in DLN in Q4 2023 and held it in 8 quarters. The position peaked at $758K in Q3 2025. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

Northwest Financial Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Northwest Financial Advisors sold 8,706 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $758K.
Northwest Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and held it in 8 quarters.
Northwest Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $758K in Q3 2025.
459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.