JY
DLN icon

Jeff Yass’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Jeff Yass’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
2021
Q2 		– Sell
-199,000
Closed -$11.4M – 12669
2021
Q1 		$11.4M Sell
199,000
-8,800
-4% -$484K ﹤0.01% 2577
2020
Q4 		$11.2M Buy
207,800
+198,800
+2,209% +$10.2M ﹤0.01% 2370
2020
Q3 		$437K Buy
+9,000
New +$437K ﹤0.01% 7952
2018
Q2 		– Sell
-5,200
Closed -$230K – 9722
2018
Q1 		$230K Buy
+5,200
New +$240K ﹤0.01% 8092
2017
Q4 		– Sell
-6,000
Closed -$261K – 9344
2017
Q3 		$261K Sell
6,000
-2,600
-30% -$111K ﹤0.01% 7611
2017
Q2 		$362K Sell
8,600
-5,600
-39% -$234K ﹤0.01% 7232
2017
Q1 		$589K Buy
14,200
+8,200
+137% +$336K ﹤0.01% 6191
2016
Q4 		$240K Sell
6,000
-400
-6% -$15.5K ﹤0.01% 8370
2016
Q3 		$246K Sell
6,400
-6,400
-50% -$247K ﹤0.01% 7248
2016
Q2 		$485K Buy
12,800
+5,200
+68% +$192K ﹤0.01% 6182
2016
Q1 		$279K Buy
+7,600
New +$264K ﹤0.01% 7379
2015
Q3 		– Sell
-8,000
Closed -$290K – 9687
2015
Q2 		$290K Buy
+8,000
New +$298K ﹤0.01% 8593
2015
Q1 		– Sell
-10,200
Closed -$378K – 9484
2014
Q4 		$378K Sell
10,200
-3,400
-25% -$123K ﹤0.01% 7748
2014
Q3 		$484K Buy
13,600
+7,600
+127% +$271K ﹤0.01% 7276
2014
Q2 		$212K Buy
+6,000
New +$207K ﹤0.01% 8959

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

Jeff Yass's DLN Position: Q2 2026 in Review

Jeff Yass sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026, closing a stake of 3,592 shares — an estimated $321K sold.

Jeff Yass first reported a position in DLN in Q2 2013 and held it in 47 quarters. The position peaked at $5.48M in Q3 2014. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Jeff Yass reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 3,592 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $321K.
  • Jeff Yass first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and held it in 47 quarters.
  • Jeff Yass's WisdomTree US LargeCap Dividend Fund position peaked at $5.48M in Q3 2014.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.