Advisory Services Network’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-32	Closed	-$2.85K	–	2792
2026 Q1	$2.85K	Buy	+32	New	+$2.91K	﹤0.01%	4033
2025 Q4	–	Sell	-21	Closed	-$1.85K	–	2431
2025 Q3	$1.85K	Buy	+21	New	+$1.78K	﹤0.01%	3816
2021 Q3	–	Sell	-330	Closed	-$20K	–	1854
2021 Q2	$20K	Buy	+330	New	+$19.7K	﹤0.01%	2493
2021 Q1	–	Sell	-408	Closed	-$22K	–	1691
2020 Q4	$22K	Buy	408 +4	+1%	+$205	﹤0.01%	2101
2020 Q3	$20K	Buy	+404	New	+$19.6K	﹤0.01%	2083
2020 Q2	–	Sell	-440	Closed	-$18K	–	1427
2020 Q1	$18K	Sell	440 -286	-39%	-$14K	﹤0.01%	1913
2019 Q4	$38K	Buy	726 +616	+560%	+$31.4K	﹤0.01%	1639
2019 Q3	$5K	Hold	110	–	–	﹤0.01%	2392
2019 Q2	$5K	Hold	110	–	–	﹤0.01%	2390
2019 Q1	$5K	Sell	110 -222	-67%	-$10.1K	﹤0.01%	2073
2018 Q4	$14K	Sell	332 -7,000	-95%	-$317K	﹤0.01%	1628
2018 Q3	$350K	Sell	7,332 -710	-9%	-$33.3K	0.03%	610
2018 Q2	$374K	Buy	+8,042	New	+$361K	0.03%	577
2018 Q1	–	Sell	-812	Closed	-$37K	–	2620
2017 Q4	$37K	Buy	+812	New	+$36.4K	﹤0.01%	1398

Other funds holding DLN

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advisory Services Network's DLN Position: Q2 2026 in Review

Advisory Services Network sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026, closing a stake of 32 shares — an estimated $2.85K sold.

Advisory Services Network first reported a position in DLN in Q4 2017 and held it in 14 quarters. The position peaked at $374K in Q2 2018. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Advisory Services Network reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 32 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $2.85K.
Advisory Services Network first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 14 quarters.
Advisory Services Network's WisdomTree US LargeCap Dividend Fund position peaked at $374K in Q2 2018.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.