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Tiemann Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Tiemann Investment Advisors’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 		$252K Hold
2,824
– – 0.1% 160
2025
Q4 		$249K Hold
2,824
– – 0.1% 156
2025
Q3 		$246K Hold
2,824
– – 0.09% 169
2025
Q2 		$232K Hold
2,824
– – 0.1% 171
2025
Q1 		$224K Hold
2,824
– – 0.1% 174
2024
Q4 		$220K Hold
2,824
– – 0.1% 179
2024
Q3 		$222K Hold
2,824
– – 0.1% 178
2024
Q2 		$205K Hold
2,824
– – 0.09% 179
2024
Q1 		$204K Buy
+2,824
New +$194K 0.09% 196
2021
Q1 		– Sell
-5,706
Closed -$307K – 207
2020
Q4 		$307K Buy
+5,706
New +$292K 0.16% 143

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Focus Partners Wealth
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Ameriprise
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Creative Planning
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GVAG
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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