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Aptus Capital Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Aptus Capital Advisors’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 		$571K Buy
5,926
+1,080
+22% +$102K ﹤0.01% 754
2026
Q1 		$433K Buy
4,846
+100
+2% +$9.09K ﹤0.01% 762
2025
Q4 		$418K Buy
4,746
+3,505
+282% +$306K ﹤0.01% 793
2025
Q3 		$108K Sell
1,241
-253
-17% -$21.4K ﹤0.01% 1106
2025
Q2 		$123K Sell
1,494
-72
-5% -$5.62K ﹤0.01% 1038
2025
Q1 		$124K Buy
1,566
+1,212
+342% +$96.7K ﹤0.01% 972
2024
Q4 		$27.5K Buy
354
+54
+18% +$4.31K ﹤0.01% 1171
2024
Q3 		$23.6K Hold
300
– – ﹤0.01% 1016
2024
Q2 		$21.8K Hold
300
– – ﹤0.01% 965
2024
Q1 		$21.7K Hold
300
– – ﹤0.01% 961
2023
Q4 		$19.9K Buy
+300
New +$18.8K ﹤0.01% 745
2023
Q2 		– Sell
-330
Closed -$20.4K – 811
2023
Q1 		$20.4K Buy
330
+30
+10% +$1.86K ﹤0.01% 633
2022
Q4 		$18.6K Hold
300
– – ﹤0.01% 653
2022
Q3 		$17K Hold
300
– – ﹤0.01% 623
2022
Q2 		$18K Hold
300
– – ﹤0.01% 537
2022
Q1 		$20K Buy
+300
New +$19.4K ﹤0.01% 568
2020
Q1 		– Sell
-300
Closed -$15K – 437
2019
Q4 		$15K Buy
+300
New +$15.3K ﹤0.01% 442

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

Aptus Capital Advisors's DLN Position: Q2 2026 in Review

Aptus Capital Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 22% in Q2 2026, buying an estimated $102K and bringing the position to 5,926 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Aptus Capital Advisors first reported a position in DLN in Q4 2019 and has held it in 17 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Aptus Capital Advisors held 5,926 shares of WisdomTree US LargeCap Dividend Fund worth $571K as of Q2 2026.
  • Aptus Capital Advisors bought 1,080 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $102K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #754 holding.
  • Aptus Capital Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 17 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.