AWM
DLN icon

AE Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

AE Wealth Management’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 		$894K Buy
9,284
+2,624
+39% +$248K ﹤0.01% 958
2026
Q1 		$595K Buy
6,660
+129
+2% +$11.7K ﹤0.01% 1021
2025
Q4 		$575K Buy
6,531
+823
+14% +$71.9K ﹤0.01% 994
2025
Q3 		$497K Sell
5,708
-16
-0.3% -$1.35K ﹤0.01% 981
2025
Q2 		$470K Buy
5,724
+843
+17% +$65.8K ﹤0.01% 944
2025
Q1 		$387K Sell
4,881
-403
-8% -$32.2K ﹤0.01% 996
2024
Q4 		$411K Buy
5,284
+5
+0.1% +$399 ﹤0.01% 966
2024
Q3 		$415K Buy
5,279
+1,042
+25% +$78.6K ﹤0.01% 937
2024
Q2 		$308K Buy
4,237
+159
+4% +$11.3K ﹤0.01% 1024
2024
Q1 		$294K Sell
4,078
-97,481
-96% -$6.69M ﹤0.01% 966
2023
Q4 		$6.85M Buy
+101,559
New +$6.38M 0.04% 496
2023
Q3 		– Sell
-3,310
Closed -$210K – 1978
2023
Q2 		$210K Sell
3,310
-3
-0.1% -$186 ﹤0.01% 1725
2023
Q1 		$205K Buy
+3,313
New +$206K ﹤0.01% 1734
2021
Q1 		– Sell
-110,796
Closed -$5.96M – 1498
2020
Q4 		$5.96M Buy
+110,796
New +$5.67M 0.07% 251
2020
Q1 		– Sell
-14,098
Closed -$747K – 1141
2019
Q4 		$747K Buy
+14,098
New +$718K 0.02% 601

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's DLN Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 39% in Q2 2026, buying an estimated $248K and bringing the position to 9,284 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

AE Wealth Management first reported a position in DLN in Q4 2019 and has held it in 15 quarters since. The position peaked at $6.85M in Q4 2023. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • AE Wealth Management held 9,284 shares of WisdomTree US LargeCap Dividend Fund worth $894K as of Q2 2026.
  • AE Wealth Management bought 2,624 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $248K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #958 holding.
  • AE Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 15 quarters since.
  • AE Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $6.85M in Q4 2023.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.