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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
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 $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Beacon Pointe Advisors's DLN Position: Q1 2026 in Review

Beacon Pointe Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 2,603 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Beacon Pointe Advisors first reported a position in DLN in Q1 2022 and has held it in 16 quarters since. The position peaked at $377K in Q3 2023. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Beacon Pointe Advisors held 2,603 shares of WisdomTree US LargeCap Dividend Fund worth $233K as of Q1 2026.
  • Beacon Pointe Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1663 holding.
  • Beacon Pointe Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2022 and has held it in 16 quarters since.
  • Beacon Pointe Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $377K in Q3 2023.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.