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

Prosperity Wealth Management’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 		$222K Sell
2,525
-18
-0.7% -$1.57K 0.07% 227
2025
Q3 		$221K Buy
+2,543
New +$215K 0.08% 225

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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

Prosperity Wealth Management's DLN Position: Q4 2025 in Review

Prosperity Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.71% in Q4 2025, selling an estimated $1.57K and leaving 2,525 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #227.

Prosperity Wealth Management first reported a position in DLN in Q3 2025 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

  • Prosperity Wealth Management held 2,525 shares of WisdomTree US LargeCap Dividend Fund worth $222K as of Q4 2025.
  • Prosperity Wealth Management sold 18 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $1.57K.
  • WisdomTree US LargeCap Dividend Fund made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #227 holding.
  • Prosperity Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.