Aptus Capital Advisors
DLN icon

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
Q3 		$549K Sell
5,649
-277
-5% -$27.5K ﹤0.01% 767
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 $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Aptus Capital Advisors's DLN Position: Q3 2026 in Review

Aptus Capital Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4.7% in Q3 2026, selling an estimated $27.5K and leaving 5,649 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Aptus Capital Advisors first reported a position in DLN in Q4 2019 and has held it in 18 quarters since. The position peaked at $571K in Q2 2026. 437 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Aptus Capital Advisors held 5,649 shares of WisdomTree US LargeCap Dividend Fund worth $549K as of Q3 2026.
  • Aptus Capital Advisors sold 277 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $27.5K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #767 holding.
  • Aptus Capital Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 18 quarters since.
  • Aptus Capital Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $571K in Q2 2026.
  • 437 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.