Q1WB
DLN icon

Quest 10 Wealth Builders’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Quest 10 Wealth Builders’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 		– Sell
-140
Closed -$12.2K – 823
2025
Q3 		$12.2K Buy
140
+2
+1% +$169 0.01% 357
2025
Q2 		$11.3K Hold
138
– – 0.01% 380
2025
Q1 		$11K Sell
138
-15
-10% -$1.2K 0.01% 354
2024
Q4 		$11.9K Buy
+153
New +$12.2K 0.01% 367

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Quest 10 Wealth Builders's DLN Position: Q4 2025 in Review

Quest 10 Wealth Builders sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 140 shares — an estimated $12.2K sold.

Quest 10 Wealth Builders first reported a position in DLN in Q4 2024 and held it in 4 quarters. The position peaked at $12.2K in Q3 2025. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

  • Quest 10 Wealth Builders reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 140 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $12.2K.
  • Quest 10 Wealth Builders first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and held it in 4 quarters.
  • Quest 10 Wealth Builders's WisdomTree US LargeCap Dividend Fund position peaked at $12.2K in Q3 2025.
  • 459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.