SP
DLN icon

Stonebrook Private’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Stonebrook Private’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 		$284K Buy
3,184
+96
+3% +$8.73K 0.06% 169
2025
Q4 		$272K Buy
3,088
+2
+0.1% +$175 0.06% 167
2025
Q3 		$269K Sell
3,086
-23
-0.7% -$1.95K 0.06% 171
2025
Q2 		$255K Sell
3,109
-96
-3% -$7.5K 0.06% 164
2025
Q1 		$254K Sell
3,205
-30
-0.9% -$2.39K 0.07% 160
2024
Q4 		$252K Sell
3,235
-122
-4% -$9.73K 0.07% 155
2024
Q3 		$264K Buy
3,357
+2
+0.1% +$151 0.07% 153
2024
Q2 		$244K Sell
3,355
-997
-23% -$70.9K 0.07% 153
2024
Q1 		$314K Sell
4,352
-265
-6% -$18.2K 0.09% 155
2023
Q4 		$306K Buy
+4,617
New +$290K 0.1% 157

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