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Richards, Merrill & Peterson’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Richards, Merrill & Peterson’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
-128
Closed -$10.2K – 269
2025
Q1 		$10.2K Hold
128
– – 0.01% 394
2024
Q4 		$9.96K Buy
+128
New +$10.2K 0.01% 378

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Richards, Merrill & Peterson's DLN Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2025, closing a stake of 128 shares — an estimated $10.2K sold.

Richards, Merrill & Peterson first reported a position in DLN in Q4 2024 and held it in 2 quarters. The position peaked at $10.2K in Q1 2025. 432 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 128 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $10.2K.
  • Richards, Merrill & Peterson first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's WisdomTree US LargeCap Dividend Fund position peaked at $10.2K in Q1 2025.
  • 432 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.