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 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 $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

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

Ameritas Advisory Services increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.14% in Q1 2026, buying an estimated $364 and bringing the position to 2,893 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #824.

Ameritas Advisory Services first reported a position in DLN in Q4 2021 and has held it in 17 quarters since. The position peaked at $428K in Q3 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Ameritas Advisory Services held 2,893 shares of WisdomTree US LargeCap Dividend Fund worth $258K as of Q1 2026.
Ameritas Advisory Services bought 4 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $364.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #824 holding.
Ameritas Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's WisdomTree US LargeCap Dividend Fund position peaked at $428K in Q3 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.