UB
DLN icon

UMB Bank’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

UMB Bank’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 		$397K Buy
+4,446
New +$404K 0.01% 522
2023
Q1 		– Sell
-246
Closed -$15K – 1722
2022
Q4 		$15K Hold
246
– – ﹤0.01% 1182
2022
Q3 		$14K Hold
246
– – ﹤0.01% 1209
2022
Q2 		$15K Hold
246
– – ﹤0.01% 1267
2022
Q1 		$16K Buy
+246
New +$15.9K ﹤0.01% 1323

Other funds holding DLN

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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