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Gladstone Institutional Advisory’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Gladstone Institutional Advisory’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 		$5.62M Sell
58,298
-493
-0.8% -$46.6K 0.18% 116
2026
Q1 		$5.25M Buy
58,791
+2,817
+5% +$256K 0.19% 116
2025
Q4 		$4.93M Buy
55,974
+2,017
+4% +$176K 0.19% 118
2025
Q3 		$4.7M Sell
53,957
-474
-0.9% -$40.1K 0.18% 124
2025
Q2 		$4.47M Buy
54,431
+3,246
+6% +$254K 0.18% 126
2025
Q1 		$4.06M Sell
51,185
-150
-0.3% -$12K 0.19% 129
2024
Q4 		$3.99M Buy
51,335
+4,273
+9% +$341K 0.19% 127
2024
Q3 		$3.7M Buy
47,062
+4,733
+11% +$357K 0.18% 138
2024
Q2 		$3.08M Buy
42,329
+3,721
+10% +$265K 0.16% 162
2024
Q1 		$2.79M Buy
38,608
+2,910
+8% +$200K 0.15% 177
2023
Q4 		$2.37M Buy
35,698
+9,309
+35% +$585K 0.13% 190
2023
Q3 		$1.62M Buy
26,389
+5,617
+27% +$358K 0.11% 204
2023
Q2 		$1.32M Buy
20,772
+4,042
+24% +$251K 0.08% 238
2023
Q1 		$1.03M Buy
16,730
+527
+3% +$32.7K 0.07% 276
2022
Q4 		$1M Buy
16,203
+5,673
+54% +$346K 0.07% 276
2022
Q3 		$582K Buy
10,530
+1,664
+19% +$101K 0.05% 363
2022
Q2 		$524K Buy
8,866
+2,537
+40% +$159K 0.04% 399
2022
Q1 		$416K Buy
6,329
+2,051
+48% +$133K 0.03% 468
2021
Q4 		$282K Buy
4,278
+656
+18% +$41.5K 0.02% 489
2021
Q3 		$216K Hold
3,622
– – 0.02% 497
2021
Q2 		$218K Hold
3,622
– – 0.03% 472
2021
Q1 		$208K Buy
+3,622
New +$199K 0.03% 380

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

Gladstone Institutional Advisory's DLN Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.84% in Q2 2026, selling an estimated $46.6K and leaving 58,298 shares worth $5.62M. The position accounts for 0.18% of the portfolio, ranked #116.

Gladstone Institutional Advisory first reported a position in DLN in Q1 2021 and has held it in 22 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Gladstone Institutional Advisory held 58,298 shares of WisdomTree US LargeCap Dividend Fund worth $5.62M as of Q2 2026.
  • Gladstone Institutional Advisory sold 493 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $46.6K.
  • WisdomTree US LargeCap Dividend Fund made up 0.18% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #116 holding.
  • Gladstone Institutional Advisory first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and has held it in 22 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.