Ameritas Investment Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Ameritas Investment Partners’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	$112K	Hold	1,161	–	–	﹤0.01%	1763
2026 Q1	$104K	Buy	+1,161	New	+$106K	﹤0.01%	1678
2020 Q1	–	Sell	-82	Closed	-$4K	–	3029
2019 Q4	$4K	Hold	82	–	–	﹤0.01%	2918
2019 Q3	$4K	Hold	82	–	–	﹤0.01%	2958
2019 Q2	$3K	Hold	82	–	–	﹤0.01%	2987
2019 Q1	$3K	Buy	82 +2	+3%	+$91	﹤0.01%	2912
2018 Q4	$3K	Hold	80	–	–	﹤0.01%	2906
2018 Q3	$3K	Hold	80	–	–	﹤0.01%	2987
2018 Q2	$3K	Buy	80 +2	+3%	+$90	﹤0.01%	2968
2018 Q1	$3K	Hold	78	–	–	﹤0.01%	2901
2017 Q4	$14K	Hold	78	–	–	﹤0.01%	2612
2017 Q3	$3K	Hold	78	–	–	﹤0.01%	2951
2017 Q2	$3K	Buy	78 +2	+3%	+$84	﹤0.01%	2961
2017 Q1	$3K	Hold	76	–	–	﹤0.01%	2896
2016 Q4	$3K	Buy	+76	New	+$2.95K	﹤0.01%	1238

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 Investment Partners's DLN Position: Q2 2026 in Review

Ameritas Investment Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 1,161 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Ameritas Investment Partners first reported a position in DLN in Q4 2016 and has held it in 15 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Ameritas Investment Partners held 1,161 shares of WisdomTree US LargeCap Dividend Fund worth $112K as of Q2 2026.
Ameritas Investment Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1763 holding.
Ameritas Investment Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2016 and has held it in 15 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.