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 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 $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Advisory Services Network's DLN Position: Q1 2026 in Review

Advisory Services Network opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026: 32 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #4033 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in DLN as recently as Q3 2025.

Advisory Services Network first reported a position in DLN in Q4 2017 and has held it in 14 quarters since. The position peaked at $374K in Q2 2018. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Advisory Services Network held 32 shares of WisdomTree US LargeCap Dividend Fund worth $2.85K as of Q1 2026.
WisdomTree US LargeCap Dividend Fund was a new Advisory Services Network position in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4033 holding.
Advisory Services Network first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and has held it in 14 quarters since.
Advisory Services Network's WisdomTree US LargeCap Dividend Fund position peaked at $374K in Q2 2018.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.