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

Ameritas Advisory Services’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	$499K	Buy	5,182 +2,289	+79%	+$216K	0.01%	794
2026 Q1	$258K	Buy	2,893 +4	+0.1%	+$364	0.01%	824
2025 Q4	$255K	Sell	2,889 -2,025	-41%	-$177K	0.01%	822
2025 Q3	$428K	Buy	4,914 +4,209	+597%	+$356K	0.03%	437
2025 Q2	$57.9K	Sell	705 -3,807	-84%	-$297K	﹤0.01%	1239
2025 Q1	$351K	Hold	4,512	–	–	0.01%	660
2024 Q4	$351K	Sell	4,512 -128	-3%	-$10.2K	0.01%	683
2024 Q3	$365K	Buy	4,640 +9	+0.2%	+$679	0.02%	626
2024 Q2	$337K	Sell	4,631 -40	-0.9%	-$2.85K	0.01%	699
2024 Q1	$324K	Buy	+4,671	New	+$321K	0.01%	681
2023 Q4	–	Sell	-4,637	Closed	-$286K	–	718
2023 Q3	$286K	Buy	4,637 +145	+3%	+$9.25K	0.01%	644
2023 Q2	$282K	Buy	4,492 +14	+0.3%	+$869	0.04%	420
2023 Q1	$277K	Sell	4,478 -885	-17%	-$54.9K	0.01%	662
2022 Q4	$332K	Buy	5,363 +915	+21%	+$55.9K	0.02%	682
2022 Q3	$246K	Buy	4,448 +16	+0.4%	+$970	0.01%	645
2022 Q2	$262K	Buy	4,432 +15	+0.3%	+$943	0.02%	661
2022 Q1	$290K	Sell	4,417 -491	-10%	-$31.8K	0.01%	672
2021 Q4	$324K	Buy	+4,908	New	+$311K	0.01%	625

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

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

Ameritas Advisory Services increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 79% in Q2 2026, buying an estimated $216K and bringing the position to 5,182 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #794.

Ameritas Advisory Services first reported a position in DLN in Q4 2021 and has held it in 18 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Ameritas Advisory Services held 5,182 shares of WisdomTree US LargeCap Dividend Fund worth $499K as of Q2 2026.
Ameritas Advisory Services bought 2,289 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $216K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #794 holding.
Ameritas Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 18 quarters since.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.