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Raleigh Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Raleigh Capital 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
Q3 		– Sell
-1
Closed -$76 – 575
2025
Q2 		$76 Buy
+1
New +$78 ﹤0.01% 600

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Focus Partners Wealth
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Ameriprise
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Creative Planning
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GVAG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Raleigh Capital Management's DLN Position: Q3 2025 in Review

Raleigh Capital Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2025, closing a stake of 1 share — an estimated $76 sold.

Raleigh Capital Management first reported a position in DLN in Q2 2025 and held it in 1 quarter. The position peaked at $76 in Q2 2025. 434 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

  • Raleigh Capital Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 1 WisdomTree US LargeCap Dividend Fund share in Q3 2025, an estimated $76.
  • Raleigh Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and held it in 1 quarter.
  • Raleigh Capital Management's WisdomTree US LargeCap Dividend Fund position peaked at $76 in Q2 2025.
  • 434 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Raleigh Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.