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Sequoia Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sequoia Financial 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
2026
Q1 		$694K Sell
7,766
-174
-2% -$15.8K ﹤0.01% 1077
2025
Q4 		$699K Sell
7,940
-494
-6% -$43.1K ﹤0.01% 1084
2025
Q3 		$734K Hold
8,434
– – ﹤0.01% 948
2025
Q2 		$693K Buy
8,434
+607
+8% +$47.4K ﹤0.01% 854
2025
Q1 		$621K Buy
+7,827
New +$625K ﹤0.01% 777
2022
Q4 		– Sell
-6,596
Closed -$364K – 810
2022
Q3 		$364K Sell
6,596
-559
-8% -$33.9K 0.01% 341
2022
Q2 		$423K Sell
7,155
-315
-4% -$19.8K 0.01% 359
2022
Q1 		$491K Buy
7,470
+660
+10% +$42.7K 0.01% 363
2021
Q4 		$450K Buy
+6,810
New +$431K 0.01% 347
2021
Q3 		– Sell
-6,810
Closed -$410K – 308
2021
Q2 		$410K Buy
+6,810
New +$406K 0.02% 314

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