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Strategic Financial Concepts’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Strategic Financial Concepts’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
-3,595
Closed -$295K – 284
2025
Q2 		$295K Sell
3,595
-41
-1% -$3.2K 0.04% 200
2025
Q1 		$289K Hold
3,636
– – 0.05% 241
2024
Q4 		$283K Buy
3,636
+41
+1% +$3.27K 0.05% 251
2024
Q3 		$282K Buy
+3,595
New +$271K 0.09% 180

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

Strategic Financial Concepts's DLN Position: Q3 2025 in Review

Strategic Financial Concepts sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2025, closing a stake of 3,595 shares — an estimated $295K sold.

Strategic Financial Concepts first reported a position in DLN in Q3 2024 and held it in 4 quarters. The position peaked at $295K in Q2 2025. 434 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

  • Strategic Financial Concepts reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 3,595 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $295K.
  • Strategic Financial Concepts first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and held it in 4 quarters.
  • Strategic Financial Concepts's WisdomTree US LargeCap Dividend Fund position peaked at $295K in Q2 2025.
  • 434 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.