Prudential Financial
DLN icon

Prudential Financial’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-11,178
Closed -$878K – 2371
2024
Q3 		$878K Buy
11,178
+2,685
+32% +$203K ﹤0.01% 1958
2024
Q2 		$618K Buy
8,493
+1,838
+28% +$131K ﹤0.01% 2078
2024
Q1 		$480K Sell
6,655
-3,041
-31% -$209K ﹤0.01% 2186
2023
Q4 		$644K Buy
9,696
+993
+11% +$62.4K ﹤0.01% 2029
2023
Q3 		$535K Buy
8,703
+1,067
+14% +$68.1K ﹤0.01% 2041
2023
Q2 		$486K Buy
7,636
+335
+5% +$20.8K ﹤0.01% 2130
2023
Q1 		$452K Buy
7,301
+2,678
+58% +$166K ﹤0.01% 2114
2022
Q4 		$286K Sell
4,623
-1,304
-22% -$79.6K ﹤0.01% 2271
2022
Q3 		$332K Sell
5,927
-177
-3% -$10.7K ﹤0.01% 2265
2022
Q2 		$362K Buy
6,104
+216
+4% +$13.6K ﹤0.01% 2265
2022
Q1 		$387K Buy
5,888
+3,388
+136% +$219K ﹤0.01% 2307
2021
Q4 		$318K Sell
2,500
-1,552
-38% -$98.2K ﹤0.01% 2380
2021
Q3 		$248K Buy
+4,052
New +$250K ﹤0.01% 2402
2020
Q4 		– Sell
-4,636
Closed -$225K – 2459
2020
Q3 		$225K Buy
+4,636
New +$225K ﹤0.01% 2260

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Prudential Financial's DLN Position: Q4 2024 in Review

Prudential Financial sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2024, closing a stake of 11,178 shares — an estimated $878K sold.

Prudential Financial first reported a position in DLN in Q3 2020 and held it in 14 quarters. The position peaked at $878K in Q3 2024. 407 funds tracked by Wall St. Rank hold DLN as of Q4 2024.

  • Prudential Financial reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 11,178 WisdomTree US LargeCap Dividend Fund shares in Q4 2024, an estimated $878K.
  • Prudential Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2020 and held it in 14 quarters.
  • Prudential Financial's WisdomTree US LargeCap Dividend Fund position peaked at $878K in Q3 2024.
  • 407 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.