Lido Advisors
DLN icon

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

Lido 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
Q3 		$2.75M Buy
28,291
+23,484
+489% +$2.33M 0.01% 674
2026
Q2 		$463K Sell
4,807
-26,043
-84% -$2.46M ﹤0.01% 1512
2026
Q1 		$2.76M Buy
30,850
+36
+0.1% +$3.27K 0.01% 613
2025
Q4 		$2.68M Hold
30,814
– – 0.01% 629
2025
Q3 		$2.68M Buy
30,814
+695
+2% +$58.8K 0.01% 606
2025
Q2 		$2.47M Sell
30,119
-16,525
-35% -$1.29M 0.01% 531
2025
Q1 		$3.7M Sell
46,644
-100
-0.2% -$7.98K 0.02% 404
2024
Q4 		$3.64M Buy
46,744
+100
+0.2% +$7.97K 0.02% 392
2024
Q3 		$3.66M Sell
46,644
-530
-1% -$40K 0.02% 351
2024
Q2 		$3.43M Sell
47,174
-687
-1% -$48.9K 0.02% 350
2024
Q1 		$3.46M Sell
47,861
-386
-0.8% -$26.5K 0.02% 331
2023
Q4 		$3.2M Sell
48,247
-2,239
-4% -$141K 0.02% 324
2023
Q3 		$3.1M Sell
50,486
-1,617
-3% -$103K 0.02% 308
2023
Q2 		$3.31M Sell
52,103
-3,945
-7% -$245K 0.02% 281
2023
Q1 		$3.47M Buy
56,048
+8,942
+19% +$555K 0.03% 251
2022
Q4 		$2.92M Buy
47,106
+18,763
+66% +$1.15M 0.04% 231
2022
Q3 		$1.57M Hold
28,343
– – 0.02% 290
2022
Q2 		$1.68M Hold
28,343
– – 0.02% 254
2022
Q1 		$1.86M Buy
28,343
+693
+3% +$44.9K 0.02% 270
2021
Q4 		$1.83M Buy
27,650
+2
+0% +$127 0.02% 293
2021
Q3 		$1.65M Buy
+27,648
New +$1.7M 0.02% 299

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Lido Advisors's DLN Position: Q3 2026 in Review

Lido Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 489% in Q3 2026, buying an estimated $2.33M and bringing the position to 28,291 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #674.

Lido Advisors first reported a position in DLN in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.7M in Q1 2025. 437 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Lido Advisors held 28,291 shares of WisdomTree US LargeCap Dividend Fund worth $2.75M as of Q3 2026.
  • Lido Advisors bought 23,484 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $2.33M.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #674 holding.
  • Lido Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and has held it in 21 quarters since.
  • Lido Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $3.7M in Q1 2025.
  • 437 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.