Advisors Preferred’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.9M | Buy |
122,349
+55,847
| +84% | +$5.08M | 1.61% | 15 |
|
|
2025
Q4 | $5.89M | Buy |
66,502
+39,006
| +142% | +$3.41M | 0.96% | 25 |
|
|
2025
Q3 | $2.39M | Buy |
+27,496
| New | +$2.33M | 0.35% | 58 |
|
|
2025
Q2 | – | Sell |
-6,693
| Closed | -$531K | – | 217 |
|
|
2025
Q1 | $531K | Sell |
6,693
-105,688
| -94% | -$8.43M | 0.07% | 159 |
|
|
2024
Q4 | $8.73M | Sell |
112,381
-32,167
| -22% | -$2.56M | 1.4% | 16 |
|
|
2024
Q3 | $11.3M | Sell |
144,548
-37,272
| -20% | -$2.81M | 1.72% | 15 |
|
|
2024
Q2 | $13.2M | Sell |
181,820
-21,154
| -10% | -$1.51M | 2.29% | 6 |
|
|
2024
Q1 | $14.6M | Buy |
202,974
+141,983
| +233% | +$9.75M | 2.45% | 10 |
|
|
2023
Q4 | $4.06M | Sell |
60,991
-136,301
| -69% | -$8.56M | 0.67% | 25 |
|
|
2023
Q3 | $12M | Buy |
197,292
+129,035
| +189% | +$8.23M | 3.91% | 7 |
|
|
2023
Q2 | $4.35M | Buy |
+68,257
| New | +$4.23M | 1.07% | 23 |
|
|
2022
Q1 | – | Sell |
-95,502
| Closed | -$6.33M | – | 164 |
|
|
2021
Q4 | $6.33M | Sell |
95,502
-11,950
| -11% | -$756K | 0.61% | 33 |
|
|
2021
Q3 | $6.47M | Buy |
107,452
+57,446
| +115% | +$3.54M | 0.9% | 21 |
|
|
2021
Q2 | $3.02M | Sell |
50,006
-69,034
| -58% | -$4.12M | 0.3% | 45 |
|
|
2021
Q1 | $6.86M | Sell |
119,040
-42,158
| -26% | -$2.32M | 0.98% | 17 |
|
|
2020
Q4 | $8.55M | Buy |
+161,198
| New | +$8.25M | 1.59% | 22 |
|
|
2020
Q2 | – | Sell |
-18,582
| Closed | -$752K | – | 141 |
|
|
2020
Q1 | $752K | Sell |
18,582
-6,476
| -26% | -$317K | 0.46% | 42 |
|
|
2019
Q4 | $1.33M | Buy |
25,058
+17,152
| +217% | +$874K | 0.36% | 40 |
|
|
2019
Q3 | $392K | Buy |
+7,906
| New | +$385K | 0.1% | 58 |
|
|
2019
Q2 | – | Sell |
-6,830
| Closed | -$322K | – | 227 |
|
|
2019
Q1 | $322K | Buy |
+6,830
| New | +$311K | 0.1% | 73 |
|
|
2018
Q4 | – | Sell |
-23,198
| Closed | -$1.11M | – | 143 |
|
|
2018
Q3 | $1.11M | Sell |
23,198
-25,200
| -52% | -$1.18M | 0.5% | 21 |
|
|
2018
Q2 | $2.17M | Buy |
48,398
+25,006
| +107% | +$1.12M | 0.97% | 13 |
|
|
2018
Q1 | $1.03M | Sell |
23,392
-62,478
| -73% | -$2.88M | 0.48% | 41 |
|
|
2017
Q4 | $3.96M | Buy |
85,870
+6,522
| +8% | +$292K | 1.68% | 12 |
|
|
2017
Q3 | $3.44M | Buy |
79,348
+17,342
| +28% | +$739K | 1.99% | 11 |
|
|
2017
Q2 | $2.61M | Buy |
62,006
+1,120
| +2% | +$46.8K | 1.43% | 20 |
|
|
2017
Q1 | $2.52K | Buy |
60,886
+492
| +0.8% | +$20.2K | 1.32% | 15 |
|
|
2016
Q4 | $2.41M | Buy |
+60,394
| New | +$2.34M | 1.25% | 14 |
|
|
2016
Q3 | – | Sell |
-16,658
| Closed | -$631K | – | 195 |
|
|
2016
Q2 | $631K | Buy |
16,658
+5,978
| +56% | +$221K | 0.37% | 45 |
|
|
2016
Q1 | $392K | Buy |
+10,680
| New | +$371K | 0.19% | 48 |
|
Other funds holding DLN
GVAG
TC
Advisors Preferred's DLN Position: Q1 2026 in Review
Advisors Preferred increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 84% in Q1 2026, buying an estimated $5.08M and bringing the position to 122,349 shares worth $10.9M. The position accounts for 1.61% of the portfolio, ranked #15.
Advisors Preferred first reported a position in DLN in Q1 2016 and has held it in 30 quarters since. The position peaked at $14.6M in Q1 2024. 466 funds tracked by Wall St. Rank hold DLN as of Q1 2026.
- Advisors Preferred held 122,349 shares of WisdomTree US LargeCap Dividend Fund worth $10.9M as of Q1 2026.
- Advisors Preferred bought 55,847 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $5.08M.
- WisdomTree US LargeCap Dividend Fund made up 1.61% of Advisors Preferred's portfolio in Q1 2026, its #15 holding.
- Advisors Preferred first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2016 and has held it in 30 quarters since.
- Advisors Preferred's WisdomTree US LargeCap Dividend Fund position peaked at $14.6M in Q1 2024.
- 466 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.
Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.