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Waldron Private Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Waldron Private Wealth’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
Q4 		– Sell
-6,058
Closed -$527K – 328
2025
Q3 		$527K Hold
6,058
– – 0.02% 198
2025
Q2 		$498K Hold
6,058
– – 0.02% 191
2025
Q1 		$481K Sell
6,058
-125
-2% -$9.97K 0.02% 185
2024
Q4 		$481K Hold
6,183
– – 0.02% 256
2024
Q3 		$486K Hold
6,183
– – 0.02% 251
2024
Q2 		$450K Hold
6,183
– – 0.02% 246
2024
Q1 		$446K Hold
6,183
– – 0.02% 252
2023
Q4 		$410K Sell
6,183
-2,849
-32% -$179K 0.02% 263
2023
Q3 		$555K Buy
+9,032
New +$576K 0.03% 209

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Morgan Stanley
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Focus Partners Wealth
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Ameriprise
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Creative Planning
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UBS Group
UBS Group Zurich, Switzerland $564B 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