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Ryan Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Ryan Investment 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
-814
Closed -$66.9K – 29
2025
Q2 		$66.9K Buy
+814
New +$63.6K 0.04% 24

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
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

Ryan Investment Management's DLN Position: Q3 2025 in Review

Ryan Investment Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2025, closing a stake of 814 shares — an estimated $66.9K sold.

Ryan Investment Management first reported a position in DLN in Q2 2025 and held it in 1 quarter. The position peaked at $66.9K in Q2 2025. 434 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

  • Ryan Investment Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Ryan Investment Management sold 814 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $66.9K.
  • Ryan Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and held it in 1 quarter.
  • Ryan Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $66.9K in Q2 2025.
  • 434 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Ryan Investment Management's 13F filing for Q3 2025, filed 10 Oct 2025.