ORG Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

ORG Partners’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	$132K	Hold	1,500	–	–	0.02%	398
2025 Q3	$131K	Hold	1,500	–	–	0.02%	414
2025 Q2	$124K	Hold	1,500	–	–	0.03%	389
2025 Q1	$119K	Hold	1,500	–	–	0.03%	351
2024 Q4	$117K	Buy	+1,500	New	+$120K	0.02%	399

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ORG Partners's DLN Position: Q4 2025 in Review

ORG Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q4 2025 at 1,500 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #398.

ORG Partners first reported a position in DLN in Q4 2024 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

ORG Partners held 1,500 shares of WisdomTree US LargeCap Dividend Fund worth $132K as of Q4 2025.
ORG Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q4 2025.
WisdomTree US LargeCap Dividend Fund made up 0.02% of ORG Partners's portfolio in Q4 2025, its #398 holding.
ORG Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 5 quarters since.
458 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.