Simplex Trading
DLN icon

Simplex Trading’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Simplex Trading’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
Q4 		– Sell
-46
Closed -$4K – 8870
2025
Q3 		$4K Buy
46
+45
+4,500% +$3.81K ﹤0.01% 8393
2025
Q2 		$0 Buy
+1
New +$78 ﹤0.01% 8864
2021
Q4 		– Sell
-200
Closed -$12K – 10648
2021
Q3 		$12K Hold
200
– – ﹤0.01% 8811
2021
Q2 		$12K Sell
200
-1,622
-89% -$96.7K ﹤0.01% 8972
2021
Q1 		$104K Sell
1,822
-644
-26% -$35.4K ﹤0.01% 5696
2020
Q4 		$132K Buy
+2,466
New +$126K ﹤0.01% 5128

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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

Simplex Trading's DLN Position: Q4 2025 in Review

Simplex Trading sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 46 shares — an estimated $4K sold.

Simplex Trading first reported a position in DLN in Q4 2020 and held it in 6 quarters. The position peaked at $132K in Q4 2020. 458 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

  • Simplex Trading reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 46 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $4K.
  • Simplex Trading first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and held it in 6 quarters.
  • Simplex Trading's WisdomTree US LargeCap Dividend Fund position peaked at $132K in Q4 2020.
  • 458 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.