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
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% 349
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 $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

Lido Advisors's DLN Position: Q2 2026 in Review

Lido Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 84% in Q2 2026, selling an estimated $2.46M and leaving 4,807 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Lido Advisors first reported a position in DLN in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.7M in Q1 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Lido Advisors held 4,807 shares of WisdomTree US LargeCap Dividend Fund worth $463K as of Q2 2026.
  • Lido Advisors sold 26,043 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $2.46M.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1512 holding.
  • Lido Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and has held it in 20 quarters since.
  • Lido Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $3.7M in Q1 2025.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.