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Beacon Pointe Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Beacon Pointe 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 		$270K Buy
2,801
+198
+8% +$18.7K ﹤0.01% 1655
2026
Q1 		$233K Hold
2,603
– – ﹤0.01% 1663
2025
Q4 		$229K Hold
2,603
– – ﹤0.01% 1380
2025
Q3 		$227K Sell
2,603
-43
-2% -$3.64K ﹤0.01% 1271
2025
Q2 		$217K Sell
2,646
-319
-11% -$24.9K ﹤0.01% 1162
2025
Q1 		$235K Sell
2,965
-1,345
-31% -$107K ﹤0.01% 1100
2024
Q4 		$335K Buy
4,310
+493
+13% +$39.3K ﹤0.01% 968
2024
Q3 		$300K Buy
3,817
+3
+0.1% +$226 ﹤0.01% 1022
2024
Q2 		$277K Buy
3,814
+133
+4% +$9.46K ﹤0.01% 1073
2024
Q1 		$266K Buy
3,681
+3
+0.1% +$206 ﹤0.01% 1150
2023
Q4 		$244K Sell
3,678
-2,448
-40% -$154K ﹤0.01% 1140
2023
Q3 		$377K Buy
6,126
+1,276
+26% +$81.4K ﹤0.01% 977
2023
Q2 		$308K Buy
4,850
+316
+7% +$19.6K 0.01% 877
2023
Q1 		$280K Buy
4,534
+1,100
+32% +$68.3K ﹤0.01% 959
2022
Q4 		$213K Buy
+3,434
New +$210K ﹤0.01% 981
2022
Q3 		– Sell
-3,434
Closed -$203K – 1019
2022
Q2 		$203K Sell
3,434
-962
-22% -$60.5K ﹤0.01% 964
2022
Q1 		$289K Buy
+4,396
New +$285K ﹤0.01% 993

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

Beacon Pointe Advisors's DLN Position: Q2 2026 in Review

Beacon Pointe Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 7.6% in Q2 2026, buying an estimated $18.7K and bringing the position to 2,801 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Beacon Pointe Advisors first reported a position in DLN in Q1 2022 and has held it in 17 quarters since. The position peaked at $377K in Q3 2023. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Beacon Pointe Advisors held 2,801 shares of WisdomTree US LargeCap Dividend Fund worth $270K as of Q2 2026.
  • Beacon Pointe Advisors bought 198 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $18.7K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1655 holding.
  • Beacon Pointe Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2022 and has held it in 17 quarters since.
  • Beacon Pointe Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $377K in Q3 2023.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.