PWA
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PCG Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

PCG Wealth 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
2026
Q1 		$242K Buy
2,709
+260
+11% +$23.6K 0.06% 150
2025
Q4 		$216K Buy
2,449
+9
+0.4% +$786 0.06% 146
2025
Q3 		$212K Sell
2,440
-11
-0.4% -$931 0.06% 142
2025
Q2 		$201K Buy
+2,451
New +$191K 0.1% 89
2024
Q1 		– Sell
-3,475
Closed -$231K – 115
2023
Q4 		$231K Sell
3,475
-545
-14% -$34.2K 0.13% 89
2023
Q3 		$247K Sell
4,020
-30
-0.7% -$1.91K 0.16% 86
2023
Q2 		$258K Buy
4,050
+360
+10% +$22.3K 0.16% 87
2023
Q1 		$228K Buy
+3,690
New +$229K 0.14% 96

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