Stock Yards Bank & Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Stock Yards Bank & Trust’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	-6,230	Closed	-$494K	–	385
2025 Q1	$494K	Hold	6,230	–	–	0.02%	264
2024 Q4	$485K	Hold	6,230	–	–	0.02%	267
2024 Q3	$489K	Hold	6,230	–	–	0.02%	278
2024 Q2	$453K	Hold	6,230	–	–	0.02%	280
2024 Q1	$450K	Sell	6,230 -940	-13%	-$64.5K	0.01%	296
2023 Q4	$476K	Hold	7,170	–	–	0.02%	282
2023 Q3	$441K	Hold	7,170	–	–	0.02%	279
2023 Q2	$456K	Hold	7,170	–	–	0.02%	287
2023 Q1	$444K	Hold	7,170	–	–	0.02%	297
2022 Q4	$444K	Hold	7,170	–	–	0.02%	304
2022 Q3	$396K	Hold	7,170	–	–	0.02%	313
2022 Q2	$424K	Buy	7,170 +940	+15%	+$59.1K	0.02%	313
2022 Q1	$409K	Hold	6,230	–	–	0.02%	189
2021 Q4	$411K	Buy	+6,230	New	+$394K	0.02%	195

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Stock Yards Bank & Trust's DLN Position: Q2 2025 in Review

Stock Yards Bank & Trust sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2025, closing a stake of 6,230 shares — an estimated $494K sold.

Stock Yards Bank & Trust first reported a position in DLN in Q4 2021 and held it in 14 quarters. The position peaked at $494K in Q1 2025. 433 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

Stock Yards Bank & Trust reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Stock Yards Bank & Trust sold 6,230 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $494K.
Stock Yards Bank & Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and held it in 14 quarters.
Stock Yards Bank & Trust's WisdomTree US LargeCap Dividend Fund position peaked at $494K in Q1 2025.
433 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2025, filed 21 Jul 2025.