DAS
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Dynamic Advisor Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Dynamic Advisor Solutions’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 		$1.09M Buy
11,293
+764
+7% +$72.2K 0.03% 469
2026
Q1 		$941K Sell
10,529
-726
-6% -$66K 0.03% 480
2025
Q4 		$991K Buy
11,255
+932
+9% +$81.4K 0.03% 460
2025
Q3 		$898K Buy
10,323
+173
+2% +$14.6K 0.03% 490
2025
Q2 		$834K Sell
10,150
-22
-0.2% -$1.72K 0.03% 491
2025
Q1 		$807K Buy
+10,172
New +$812K 0.03% 472
2024
Q4 		– Sell
-9,812
Closed -$771K – 699
2024
Q3 		$771K Buy
9,812
+1,168
+14% +$88.1K 0.02% 518
2024
Q2 		$629K Buy
8,644
+1,375
+19% +$97.8K 0.02% 571
2024
Q1 		$525K Buy
7,269
+508
+8% +$34.9K 0.02% 590
2023
Q4 		$448K Buy
+6,761
New +$425K 0.02% 597
2023
Q2 		– Sell
-3,567
Closed -$221K – 816
2023
Q1 		$221K Buy
+3,567
New +$221K 0.01% 674

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

Dynamic Advisor Solutions's DLN Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 7.3% in Q2 2026, buying an estimated $72.2K and bringing the position to 11,293 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #469.

Dynamic Advisor Solutions first reported a position in DLN in Q1 2023 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Dynamic Advisor Solutions held 11,293 shares of WisdomTree US LargeCap Dividend Fund worth $1.09M as of Q2 2026.
  • Dynamic Advisor Solutions bought 764 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $72.2K.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #469 holding.
  • Dynamic Advisor Solutions first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 11 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.