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Siligmueller & Norvid Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		– Sell
-26,686
Closed -$2.21M – 176
2025
Q2 		$2.21M Buy
+26,686
New +$2.08M 0.86% 29
2025
Q1 		– Sell
-7,248
Closed -$564K – 94
2024
Q4 		$564K Buy
+7,248
New +$578K 0.24% 68

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

Siligmueller & Norvid Wealth Advisors's DLN Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2025, closing a stake of 26,686 shares — an estimated $2.21M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in DLN in Q4 2024 and held it in 2 quarters. The position peaked at $2.21M in Q2 2025. 434 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 26,686 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $2.21M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and held it in 2 quarters.
  • Siligmueller & Norvid Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $2.21M in Q2 2025.
  • 434 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.