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Synergy Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-642
Closed -$50.4K – 244
2024
Q4 		$50.4K Buy
+642
New +$51.2K ﹤0.01% 275

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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Synergy Asset Management's DLN Position: Q1 2025 in Review

Synergy Asset Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2025, closing a stake of 642 shares — an estimated $50.4K sold.

Synergy Asset Management first reported a position in DLN in Q4 2024 and held it in 1 quarter. The position peaked at $50.4K in Q4 2024. 418 funds tracked by Wall St. Rank hold DLN as of Q1 2025.

  • Synergy Asset Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 642 WisdomTree US LargeCap Dividend Fund shares in Q1 2025, an estimated $50.4K.
  • Synergy Asset Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's WisdomTree US LargeCap Dividend Fund position peaked at $50.4K in Q4 2024.
  • 418 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.