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PSI Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

PSI 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
2025
Q2 		– Sell
-1,166
Closed -$92.5K – 241
2025
Q1 		$92.5K Hold
1,166
– – 0.03% 176
2024
Q4 		$90.7K Hold
1,166
– – 0.03% 192
2024
Q3 		$91.6K Hold
1,166
– – 0.03% 201
2024
Q2 		$84.8K Hold
1,166
– – 0.03% 196
2024
Q1 		$84.2K Sell
1,166
-36
-3% -$2.47K 0.03% 196
2023
Q4 		$79.8K Sell
1,202
-8
-0.7% -$503 0.03% 210
2023
Q3 		$74.4K Hold
1,210
– – 0.03% 208
2023
Q2 		$77K Sell
1,210
-118
-9% -$7.32K 0.03% 195
2023
Q1 		$82.1K Sell
1,328
-318
-19% -$19.7K 0.04% 178
2022
Q4 		$102K Buy
1,646
+40
+2% +$2.44K 0.05% 150
2022
Q3 		$88K Sell
1,606
-720
-31% -$43.7K 0.05% 167
2022
Q2 		$137K Sell
2,326
-8
-0.3% -$503 0.07% 150
2022
Q1 		$154K Sell
2,334
-674
-22% -$43.6K 0.06% 156
2021
Q4 		$199K Sell
3,008
-134
-4% -$8.48K 0.08% 144
2021
Q3 		$187K Buy
+3,142
New +$194K 0.09% 146
2021
Q1 		– Sell
-4,532
Closed -$243K – 133
2020
Q4 		$243K Sell
4,532
-1,652
-27% -$84.6K 0.17% 109
2020
Q3 		$300K Sell
6,184
-92
-1% -$4.47K 0.23% 83
2020
Q2 		$291K Sell
6,276
-1,300
-17% -$58.5K 0.23% 83
2020
Q1 		$306K Sell
7,576
-8,342
-52% -$409K 0.28% 70
2019
Q4 		$843K Buy
+15,918
New +$811K 0.54% 37

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

PSI Advisors's DLN Position: Q2 2025 in Review

PSI Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2025, closing a stake of 1,166 shares — an estimated $92.5K sold.

PSI Advisors first reported a position in DLN in Q4 2019 and held it in 20 quarters. The position peaked at $843K in Q4 2019. 433 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

  • PSI Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 1,166 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $92.5K.
  • PSI Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and held it in 20 quarters.
  • PSI Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $843K in Q4 2019.
  • 433 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.