PWMG
DLN icon

Prestige Wealth Management Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Prestige Wealth Management Group’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
Q2 		– Sell
-600
Closed -$47.6K – 1026
2025
Q1 		$47.6K Hold
600
– – 0.01% 253
2024
Q4 		$46.7K Sell
600
-121
-17% -$9.65K 0.01% 263
2024
Q3 		$56.6K Sell
721
-655
-48% -$49.4K 0.01% 239
2024
Q2 		$100K Hold
1,376
– – 0.02% 176
2024
Q1 		$99.3K Hold
1,376
– – 0.02% 206
2023
Q4 		$91.3K Hold
1,376
– – 0.02% 194
2023
Q3 		$84.6K Sell
1,376
-46
-3% -$2.94K 0.02% 196
2023
Q2 		$90.4K Sell
1,422
-173,118
-99% -$10.7M 0.02% 214
2023
Q1 		$10.8M Sell
174,540
-6,610
-4% -$410K 2.71% 9
2022
Q4 		$11.2M Sell
181,150
-3,508
-2% -$214K 2.92% 10
2022
Q3 		$10.2M Buy
184,658
+561
+0.3% +$34K 2.87% 10
2022
Q2 		$10.9M Buy
184,097
+7,009
+4% +$441K 2.95% 10
2022
Q1 		$11.6M Buy
177,088
+173,338
+4,622% +$11.2M 2.86% 8
2021
Q4 		$248K Hold
3,750
– – 0.06% 121
2021
Q3 		$224K Hold
3,750
– – 0.06% 126
2021
Q2 		$226K Buy
+3,750
New +$224K 0.06% 118

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Prestige Wealth Management Group's DLN Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2025, closing a stake of 600 shares — an estimated $47.6K sold.

Prestige Wealth Management Group first reported a position in DLN in Q2 2021 and held it in 16 quarters. The position peaked at $11.6M in Q1 2022. 433 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

  • Prestige Wealth Management Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 600 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $47.6K.
  • Prestige Wealth Management Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2021 and held it in 16 quarters.
  • Prestige Wealth Management Group's WisdomTree US LargeCap Dividend Fund position peaked at $11.6M in Q1 2022.
  • 433 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.