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Cliff Asness’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cliff Asness’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 		$1.94M Buy
20,100
+5,277
+36% +$499K ﹤0.01% 2642
2026
Q1 		$1.32M Buy
14,823
+2,991
+25% +$272K ﹤0.01% 2625
2025
Q4 		$1.04M Buy
11,832
+1,390
+13% +$121K ﹤0.01% 2527
2025
Q3 		$909K Buy
10,442
+1,200
+13% +$102K ﹤0.01% 2494
2025
Q2 		$759K Buy
9,242
+1,375
+17% +$107K ﹤0.01% 2363
2025
Q1 		$624K Sell
7,867
-1,433
-15% -$114K ﹤0.01% 2297
2024
Q4 		$723K Buy
9,300
+2,968
+47% +$237K ﹤0.01% 2063
2024
Q3 		$497K Buy
+6,332
New +$478K ﹤0.01% 2173

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

Cliff Asness's DLN Position: Q2 2026 in Review

Cliff Asness increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 36% in Q2 2026, buying an estimated $499K and bringing the position to 20,100 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

Cliff Asness first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Cliff Asness held 20,100 shares of WisdomTree US LargeCap Dividend Fund worth $1.94M as of Q2 2026.
  • Cliff Asness bought 5,277 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $499K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2642 holding.
  • Cliff Asness first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.