Cambridge Investment Research Advisors
DLN icon

Cambridge Investment Research Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cambridge Investment Research 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 		$35.4M Sell
367,998
-385,583
-51% -$36.4M 0.08% 245
2026
Q1 		$67.3M Buy
753,581
+31,501
+4% +$2.86M 0.17% 106
2025
Q4 		$63.6M Buy
722,080
+19,678
+3% +$1.72M 0.17% 112
2025
Q3 		$61.1M Buy
702,402
+66,478
+10% +$5.63M 0.17% 108
2025
Q2 		$52.2M Buy
635,924
+49,885
+9% +$3.9M 0.16% 119
2025
Q1 		$46.5M Buy
586,039
+5,549
+1% +$443K 0.16% 123
2024
Q4 		$45.2M Sell
580,490
-5,028
-0.9% -$401K 0.15% 123
2024
Q3 		$46M Buy
585,518
+11,107
+2% +$838K 0.16% 126
2024
Q2 		$41.8M Buy
574,411
+44,000
+8% +$3.13M 0.15% 119
2024
Q1 		$38.3M Buy
530,411
+14,330
+3% +$984K 0.15% 128
2023
Q4 		$34.3M Buy
516,081
+3,414
+0.7% +$214K 0.15% 136
2023
Q3 		$31.5M Buy
512,667
+4,342
+0.9% +$277K 0.15% 126
2023
Q2 		$32.3M Sell
508,325
-4,616
-0.9% -$286K 0.15% 134
2023
Q1 		$31.7M Sell
512,941
-5,370
-1% -$333K 0.16% 129
2022
Q4 		$32.1M Buy
518,311
+23,588
+5% +$1.44M 0.17% 119
2022
Q3 		$27.3M Buy
494,723
+24,830
+5% +$1.51M 0.15% 131
2022
Q2 		$27.8M Buy
469,893
+3,245
+0.7% +$204K 0.15% 138
2022
Q1 		$30.7M Buy
466,648
+23,924
+5% +$1.55M 0.14% 147
2021
Q4 		$29.2M Buy
442,724
+21,366
+5% +$1.35M 0.13% 164
2021
Q3 		$25.1M Buy
421,358
+9,468
+2% +$583K 0.12% 173
2021
Q2 		$24.8M Buy
411,890
+15,792
+4% +$942K 0.12% 174
2021
Q1 		$22.7M Buy
396,098
+20,414
+5% +$1.12M 0.12% 172
2020
Q4 		$20.2M Buy
375,684
+4,512
+1% +$231K 0.12% 175
2020
Q3 		$18M Sell
371,172
-41,540
-10% -$2.02M 0.12% 177
2020
Q2 		$19.2M Sell
412,712
-5,458
-1% -$246K 0.14% 148
2020
Q1 		$16.9M Buy
418,170
+288,796
+223% +$14.1M 0.16% 133
2019
Q4 		$6.85M Buy
129,374
+18,588
+17% +$947K 0.05% 354
2019
Q3 		$5.49M Sell
110,786
-9,642
-8% -$470K 0.05% 373
2019
Q2 		$5.83M Buy
120,428
+1,530
+1% +$73K 0.05% 341
2019
Q1 		$5.6M Buy
118,898
+58
+0% +$2.64K 0.05% 335
2018
Q4 		$5.02M Buy
118,840
+356
+0.3% +$16.1K 0.06% 324
2018
Q3 		$5.65M Buy
118,484
+8,682
+8% +$407K 0.05% 335
2018
Q2 		$4.93M Sell
109,802
-6,944
-6% -$312K 0.05% 335
2018
Q1 		$5.17M Buy
116,746
+17,834
+18% +$822K 0.06% 313
2017
Q4 		$4.56M Buy
98,912
+20,496
+26% +$919K 0.05% 331
2017
Q3 		$3.4M Sell
78,416
-11,286
-13% -$481K 0.05% 365
2017
Q2 		$3.77M Buy
89,702
+6,044
+7% +$253K 0.06% 323
2017
Q1 		$3.47M Sell
83,658
-18,050
-18% -$740K 0.06% 304
2016
Q4 		$4.06M Sell
101,708
-23,872
-19% -$925K 0.08% 244
2016
Q3 		$4.83M Sell
125,580
-11,208
-8% -$433K 0.09% 209
2016
Q2 		$5.18M Sell
136,788
-5,230
-4% -$194K 0.11% 171
2016
Q1 		$5.21M Buy
142,018
+2,868
+2% +$99.5K 0.12% 156
2015
Q4 		$4.95M Buy
139,150
+3,886
+3% +$139K 0.12% 161
2015
Q3 		$4.55M Buy
135,264
+11,230
+9% +$397K 0.13% 149
2015
Q2 		$4.5M Sell
124,034
-4,372
-3% -$163K 0.12% 168
2015
Q1 		$4.71M Sell
128,406
-1,716
-1% -$63.4K 0.13% 156
2014
Q4 		$4.83M Buy
130,122
+4,478
+4% +$163K 0.15% 135
2014
Q3 		$4.47M Sell
125,644
-6,144
-5% -$219K 0.13% 158
2014
Q2 		$4.67M Buy
131,788
+2,046
+2% +$70.6K 0.16% 125
2014
Q1 		$4.39M Buy
129,742
+6,480
+5% +$213K 0.17% 122
2013
Q4 		$4.1M Buy
123,262
+2,092
+2% +$67.2K 0.17% 125
2013
Q3 		$3.71M Sell
121,170
-16,344
-12% -$504K 0.16% 131
2013
Q2 		$4.11M Buy
+137,514
New +$4.15M 0.21% 101

Other funds holding DLN

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return
FI
FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors's DLN Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 51% in Q2 2026, selling an estimated $36.4M and leaving 367,998 shares worth $35.4M. The position accounts for 0.08% of the portfolio, ranked #245.

Cambridge Investment Research Advisors first reported a position in DLN in Q2 2013 and has held it in 53 quarters since. The position peaked at $67.3M in Q1 2026. 165 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Cambridge Investment Research Advisors held 367,998 shares of WisdomTree US LargeCap Dividend Fund worth $35.4M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 385,583 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $36.4M.
  • WisdomTree US LargeCap Dividend Fund made up 0.08% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #245 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $67.3M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.