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

Win 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
2025
Q2 		– Sell
-112,987
Closed -$8.97M – 57
2025
Q1 		$8.97M Buy
+112,987
New +$9.02M 4.61% 9

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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Win Advisors's DLN Position: Q2 2025 in Review

Win Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2025, closing a stake of 112,987 shares — an estimated $8.97M sold.

Win Advisors first reported a position in DLN in Q1 2025 and held it in 1 quarter. The position peaked at $8.97M in Q1 2025. 432 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

  • Win Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Win Advisors sold 112,987 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $8.97M.
  • Win Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and held it in 1 quarter.
  • Win Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $8.97M in Q1 2025.
  • 432 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Win Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.