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

Concurrent 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
2026 Q2	$11.3M	Buy	117,671 +6,721	+6%	+$635K	0.1%	231
2026 Q1	$9.91M	Buy	110,950 +41,526	+60%	+$3.78M	0.11%	205
2025 Q4	$6.11M	Buy	69,424 +12,458	+22%	+$1.09M	0.07%	282
2025 Q3	$4.96M	Sell	56,966 -2,901	-5%	-$245K	0.09%	243
2025 Q2	$4.92M	Sell	59,867 -8,849	-13%	-$691K	0.1%	224
2025 Q1	$5.45M	Buy	68,716 +64,805	+1,657%	+$5.17M	0.13%	170
2024 Q4	$304K	Buy	+3,911	New	+$312K	0.01%	823

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Concurrent Investment Advisors's DLN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 6.1% in Q2 2026, buying an estimated $635K and bringing the position to 117,671 shares worth $11.3M. The position accounts for 0.1% of the portfolio, ranked #231.

Concurrent Investment Advisors first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Concurrent Investment Advisors held 117,671 shares of WisdomTree US LargeCap Dividend Fund worth $11.3M as of Q2 2026.
Concurrent Investment Advisors bought 6,721 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $635K.
WisdomTree US LargeCap Dividend Fund made up 0.1% of Concurrent Investment Advisors's portfolio in Q2 2026, its #231 holding.
Concurrent Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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