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

Dana 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 		$210K Buy
+2,181
New +$206K 0.01% 561
2026
Q1 		– Sell
-2,450
Closed -$216K – 564
2025
Q4 		$216K Buy
2,450
+111
+5% +$9.69K 0.01% 540
2025
Q3 		$204K Sell
2,339
-188
-7% -$15.9K 0.01% 550
2025
Q2 		$208K Hold
2,527
– – 0.01% 531
2025
Q1 		$201K Buy
+2,527
New +$202K 0.01% 536

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

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

Dana Investment Advisors opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 2,181 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: Dana Investment Advisors previously reported a position in DLN as recently as Q4 2025.

Dana Investment Advisors first reported a position in DLN in Q1 2025 and has held it in 5 quarters since. The position peaked at $216K in Q4 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Dana Investment Advisors held 2,181 shares of WisdomTree US LargeCap Dividend Fund worth $210K as of Q2 2026.
  • WisdomTree US LargeCap Dividend Fund was a new Dana Investment Advisors position in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #561 holding.
  • Dana Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 5 quarters since.
  • Dana Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $216K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.