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

Beacon Investment 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 		$172K Hold
1,789
– – 0.01% 268
2026
Q1 		$160K Buy
+1,789
New +$163K 0.01% 272

Other funds holding DLN

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PNC Financial Services Group
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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

Beacon Investment Advisory Services's DLN Position: Q2 2026 in Review

Beacon Investment Advisory Services held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 1,789 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #268.

Beacon Investment Advisory Services first reported a position in DLN in Q1 2026 and has held it in 2 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Beacon Investment Advisory Services held 1,789 shares of WisdomTree US LargeCap Dividend Fund worth $172K as of Q2 2026.
  • Beacon Investment Advisory Services left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #268 holding.
  • Beacon Investment Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.