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Optimum Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Optimum Investment 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
Q3 		$80.9K Hold
930
– – 0.03% 284
2025
Q2 		$76.4K Hold
930
– – 0.03% 290
2025
Q1 		$73.8K Hold
930
– – 0.03% 287
2024
Q4 		$72.3K Sell
930
-200
-18% -$15.9K 0.03% 301
2024
Q3 		$88.8K Hold
1,130
– – 0.04% 287
2024
Q2 		$82.2K Hold
1,130
– – 0.04% 289
2024
Q1 		$81.6K Hold
1,130
– – 0.04% 297
2023
Q4 		$75K Hold
1,130
– – 0.04% 301
2023
Q3 		$69.5K Hold
1,130
– – 0.04% 320
2023
Q2 		$71.9K Hold
1,130
– – 0.04% 328
2023
Q1 		$69.9K Hold
1,130
– – 0.04% 323
2022
Q4 		$70K Sell
1,130
-74
-6% -$4.52K 0.04% 334
2022
Q3 		$67K Hold
1,204
– – 0.04% 335
2022
Q2 		$71K Buy
1,204
+1
+0.1% +$63 0.04% 340
2022
Q1 		$79K Hold
1,203
– – 0.03% 350
2021
Q4 		$79K Sell
1,203
-149
-11% -$9.43K 0.03% 378
2021
Q3 		$81K Sell
1,352
-5,000
-79% -$308K 0.03% 365
2021
Q2 		$382K Sell
6,352
-320
-5% -$19.1K 0.12% 173
2021
Q1 		$383K Hold
6,672
– – 0.11% 182
2020
Q4 		$359K Sell
6,672
-16
-0.2% -$819 0.11% 172
2020
Q3 		$325K Sell
6,688
-328
-5% -$15.9K 0.11% 164
2020
Q2 		$326K Sell
7,016
-218
-3% -$9.81K 0.11% 167
2020
Q1 		$293K Sell
7,234
-6,678
-48% -$327K 0.12% 170
2019
Q4 		$737K Sell
13,912
-896
-6% -$45.7K 0.22% 122
2019
Q3 		$734K Sell
14,808
-1,380
-9% -$67.3K 0.23% 112
2019
Q2 		$784K Sell
16,188
-78
-0.5% -$3.72K 0.25% 98
2019
Q1 		$766K Buy
16,266
+98
+0.6% +$4.46K 0.25% 101
2018
Q4 		$683K Buy
16,168
+642
+4% +$29.1K 0.23% 110
2018
Q3 		$741K Sell
15,526
-2,348
-13% -$110K 0.2% 123
2018
Q2 		$802K Sell
17,874
-146
-0.8% -$6.55K 0.23% 114
2018
Q1 		$797K Sell
18,020
-10,080
-36% -$464K 0.23% 114
2017
Q4 		$1.29M Sell
28,100
-1,040
-4% -$46.6K 0.41% 65
2017
Q3 		$1.26M Sell
29,140
-1,252
-4% -$53.4K 0.42% 59
2017
Q2 		$1.28M Buy
30,392
+40
+0.1% +$1.67K 0.44% 63
2017
Q1 		$1.26M Sell
30,352
-2,030
-6% -$83.2K 0.45% 64
2016
Q4 		$1.29M Sell
32,382
-814
-2% -$31.6K 0.49% 56
2016
Q3 		$1.28M Sell
33,196
-3,374
-9% -$130K 0.48% 55
2016
Q2 		$1.39M Sell
36,570
-1,200
-3% -$44.4K 0.54% 48
2016
Q1 		$1.39M Buy
37,770
+2,054
+6% +$71.3K 0.55% 49
2015
Q4 		$1.27M Sell
35,716
-410
-1% -$14.7K 0.49% 55
2015
Q3 		$1.22M Buy
+36,126
New +$1.28M 0.49% 58
2015
Q1 		$1.32M Buy
35,940
+2,174
+6% +$80.3K 0.42% 57
2014
Q4 		$1.25M Buy
33,766
+400
+1% +$14.5K 0.4% 61
2014
Q3 		$1.19M Sell
33,366
-226
-0.7% -$8.05K 0.39% 64
2014
Q2 		$1.19M Sell
33,592
-300
-0.9% -$10.3K 0.39% 66
2014
Q1 		$1.15M Sell
33,892
-760
-2% -$24.9K 0.43% 60
2013
Q4 		$1.15M Sell
34,652
-670
-2% -$21.5K 0.43% 63
2013
Q3 		$1.08M Buy
+35,322
New +$1.09M 0.44% 65

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $432B 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 $666B 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Optimum Investment Advisors's DLN Position: Q3 2025 in Review

Optimum Investment Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2025 at 930 shares worth $80.9K. The position accounts for 0.03% of the portfolio, ranked #284.

Optimum Investment Advisors first reported a position in DLN in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.39M in Q1 2016. 434 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

  • Optimum Investment Advisors held 930 shares of WisdomTree US LargeCap Dividend Fund worth $80.9K as of Q3 2025.
  • Optimum Investment Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2025.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #284 holding.
  • Optimum Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $1.39M in Q1 2016.
  • 434 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.