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

Capital Investment 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
2025
Q2 		– Sell
-2,601
Closed -$206K – 709
2025
Q1 		$206K Buy
+2,601
New +$208K ﹤0.01% 633
2022
Q2 		– Sell
-3,961
Closed -$260K – 572
2022
Q1 		$260K Sell
3,961
-155
-4% -$10K 0.01% 492
2021
Q4 		$272K Buy
+4,116
New +$260K 0.01% 488

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Capital Investment Advisors's DLN Position: Q2 2025 in Review

Capital Investment Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2025, closing a stake of 2,601 shares — an estimated $206K sold.

Capital Investment Advisors first reported a position in DLN in Q4 2021 and held it in 3 quarters. The position peaked at $272K in Q4 2021. 432 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

  • Capital Investment Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 2,601 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $206K.
  • Capital Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and held it in 3 quarters.
  • Capital Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $272K in Q4 2021.
  • 432 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Capital Investment Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.