RBC
DLN icon

Roble Belko & Company’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Roble Belko & Company’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
2026
Q1 		$179K Hold
2,000
– – 0.02% 134
2025
Q4 		$176K Hold
2,000
– – 0.02% 133
2025
Q3 		$174K Hold
2,000
– – 0.02% 114
2025
Q2 		$164K Hold
2,000
– – 0.02% 119
2025
Q1 		$159K Hold
2,000
– – 0.03% 116
2024
Q4 		$156K Hold
2,000
– – 0.02% 115
2024
Q3 		$157K Hold
2,000
– – 0.02% 113
2024
Q2 		$146K Hold
2,000
– – 0.02% 115
2024
Q1 		$144K Hold
2,000
– – 0.02% 116
2023
Q4 		$133K Buy
+2,000
New +$126K 0.03% 109

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $431B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return