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Sage Mountain Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sage Mountain Advisors’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
-1,634
Closed -$130K – 508
2025
Q1 		$130K Hold
1,634
– – 0.01% 403
2024
Q4 		$127K Buy
+1,634
New +$130K 0.01% 397
2024
Q3 		– Sell
-1,635
Closed -$119K – 489
2024
Q2 		$119K Buy
+1,635
New +$116K 0.01% 360

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

Sage Mountain Advisors's DLN Position: Q2 2025 in Review

Sage Mountain Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2025, closing a stake of 1,634 shares — an estimated $130K sold.

Sage Mountain Advisors first reported a position in DLN in Q2 2024 and held it in 3 quarters. The position peaked at $130K in Q1 2025. 432 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

  • Sage Mountain Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,634 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $130K.
  • Sage Mountain Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2024 and held it in 3 quarters.
  • Sage Mountain Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $130K in Q1 2025.
  • 432 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.