Cetera Investment Advisers
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Cetera Investment Advisers’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cetera Investment Advisers’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 		$105M Buy
1,094,640
+87,643
+9% +$8.28M 0.1% 214
2026
Q1 		$90M Buy
1,006,997
+55,867
+6% +$5.08M 0.1% 204
2025
Q4 		$83.8M Buy
951,130
+92,363
+11% +$8.07M 0.09% 206
2025
Q3 		$74.7M Buy
858,767
+135,352
+19% +$11.5M 0.09% 215
2025
Q2 		$59.4M Buy
723,415
+80,390
+13% +$6.28M 0.1% 198
2025
Q1 		$51M Sell
643,025
-80,988
-11% -$6.46M 0.1% 208
2024
Q4 		$56.3M Buy
724,013
+180,483
+33% +$14.4M 0.12% 174
2024
Q3 		$42.7M Buy
543,530
+35,055
+7% +$2.65M 0.09% 219
2024
Q2 		$37M Buy
508,475
+39,486
+8% +$2.81M 0.09% 225
2024
Q1 		$33.9M Buy
468,989
+432,877
+1,199% +$29.7M 0.08% 253
2023
Q4 		$2.4M Sell
36,112
-1,856
-5% -$117K 0.02% 719
2023
Q3 		$2.33M Buy
37,968
+671
+2% +$42.8K 0.02% 692
2023
Q2 		$2.37M Sell
37,297
-4,000
-10% -$248K 0.02% 695
2023
Q1 		$2.55M Sell
41,297
-8,445
-17% -$524K 0.02% 652
2022
Q4 		$3.08M Buy
49,742
+24,292
+95% +$1.48M 0.03% 540
2022
Q3 		$1.41M Buy
25,450
+4,967
+24% +$301K 0.03% 584
2022
Q2 		$1.21M Buy
20,483
+4,361
+27% +$274K 0.02% 714
2022
Q1 		$1.06M Buy
16,122
+6,458
+67% +$418K 0.02% 802
2021
Q4 		$638K Sell
9,664
-26,594
-73% -$1.68M 0.01% 1035
2021
Q3 		$2.16M Sell
36,258
-50,606
-58% -$3.12M 0.03% 495
2021
Q2 		$5.23M Buy
86,864
+17,408
+25% +$1.04M 0.08% 260
2021
Q1 		$3.98M Buy
69,456
+65,734
+1,766% +$3.61M 0.08% 268
2020
Q4 		$200K Buy
+3,722
New +$191K ﹤0.01% 1450

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
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Cetera Investment Advisers's DLN Position: Q2 2026 in Review

Cetera Investment Advisers increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 8.7% in Q2 2026, buying an estimated $8.28M and bringing the position to 1,094,640 shares worth $105M. The position accounts for 0.1% of the portfolio, ranked #214.

Cetera Investment Advisers first reported a position in DLN in Q4 2020 and has held it in 23 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Cetera Investment Advisers held 1,094,640 shares of WisdomTree US LargeCap Dividend Fund worth $105M as of Q2 2026.
  • Cetera Investment Advisers bought 87,643 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $8.28M.
  • WisdomTree US LargeCap Dividend Fund made up 0.1% of Cetera Investment Advisers's portfolio in Q2 2026, its #214 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.