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DLN icon

Transce3nd’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Transce3nd’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
-785
Closed -$64.5K – 402
2025
Q2 		$64.5K Sell
785
-6
-0.8% -$469 0.03% 254
2025
Q1 		$62.8K Sell
791
-201
-20% -$16K 0.03% 251
2024
Q4 		$77.2K Buy
+992
New +$79.1K 0.03% 295

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

Transce3nd's DLN Position: Q3 2025 in Review

Transce3nd sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2025, closing a stake of 785 shares — an estimated $64.5K sold.

Transce3nd first reported a position in DLN in Q4 2024 and held it in 3 quarters. The position peaked at $77.2K in Q4 2024. 434 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

  • Transce3nd reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 785 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $64.5K.
  • Transce3nd first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and held it in 3 quarters.
  • Transce3nd's WisdomTree US LargeCap Dividend Fund position peaked at $77.2K in Q4 2024.
  • 434 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.