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

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Waldron Private Wealth's DLN Position: Q4 2025 in Review

Waldron Private Wealth sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 6,058 shares — an estimated $527K sold.

Waldron Private Wealth first reported a position in DLN in Q3 2023 and held it in 9 quarters. The position peaked at $555K in Q3 2023. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

Waldron Private Wealth reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Waldron Private Wealth sold 6,058 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $527K.
Waldron Private Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2023 and held it in 9 quarters.
Waldron Private Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $555K in Q3 2023.
459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Waldron Private Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.