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

LS Investment 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	$559K	Hold	5,800	–	–	0.08%	102
2026 Q1	$518K	Hold	5,800	–	–	0.08%	98
2025 Q4	$511K	Hold	5,800	–	–	0.07%	106
2025 Q3	$505K	Hold	5,800	–	–	0.07%	109
2025 Q2	$476K	Hold	5,800	–	–	0.07%	106
2025 Q1	$460K	Hold	5,800	–	–	0.07%	107
2024 Q4	$451K	Hold	5,800	–	–	0.07%	110
2024 Q3	$456K	Hold	5,800	–	–	0.07%	110
2024 Q2	$422K	Hold	5,800	–	–	0.07%	110
2024 Q1	$419K	Hold	5,800	–	–	0.07%	112
2023 Q4	$385K	Hold	5,800	–	–	0.07%	114
2023 Q3	$357K	Hold	5,800	–	–	0.07%	114
2023 Q2	$369K	Hold	5,800	–	–	0.06%	112
2023 Q1	$359K	Hold	5,800	–	–	0.07%	112
2022 Q4	$359K	Hold	5,800	–	–	0.07%	107
2022 Q3	$321K	Hold	5,800	–	–	0.07%	106
2022 Q2	$343K	Hold	5,800	–	–	0.06%	104
2022 Q1	$381K	Hold	5,800	–	–	0.06%	108
2021 Q4	$383K	Hold	5,800	–	–	0.06%	109
2021 Q3	$346K	Hold	5,800	–	–	0.04%	122
2021 Q2	$349K	Hold	5,800	–	–	0.04%	122
2021 Q1	$333K	Hold	5,800	–	–	0.02%	539
2020 Q4	$312K	Hold	5,800	–	–	0.02%	613
2020 Q3	$281K	Hold	5,800	–	–	0.02%	582
2020 Q2	$269K	Hold	5,800	–	–	0.02%	605
2020 Q1	$235K	Hold	5,800	–	–	0.02%	564
2019 Q4	$307K	Hold	5,800	–	–	0.02%	648
2019 Q3	$287K	Hold	5,800	–	–	0.02%	642
2019 Q2	$281K	Hold	5,800	–	–	0.02%	647
2019 Q1	$273K	Hold	5,800	–	–	0.02%	660
2018 Q4	$245K	Hold	5,800	–	–	0.02%	671
2018 Q3	$277K	Hold	5,800	–	–	0.02%	720
2018 Q2	$260K	Hold	5,800	–	–	0.02%	758
2018 Q1	$257K	Hold	5,800	–	–	0.02%	742
2017 Q4	$267K	Hold	5,800	–	–	0.02%	756
2017 Q3	$252K	Hold	5,800	–	–	0.02%	831
2017 Q2	$244K	Hold	5,800	–	–	0.01%	818
2017 Q1	$240K	Hold	5,800	–	–	0.02%	767
2016 Q4	$232K	Hold	5,800	–	–	0.02%	741
2016 Q3	$223K	Hold	5,800	–	–	0.02%	709
2016 Q2	$220K	Hold	5,800	–	–	0.02%	713
2016 Q1	$213K	Hold	5,800	–	–	0.02%	622
2015 Q4	$206K	Hold	5,800	–	–	0.02%	625
2015 Q3	$195K	Hold	5,800	–	–	0.02%	626
2015 Q2	$210K	Hold	5,800	–	–	0.02%	616
2015 Q1	$213K	Hold	5,800	–	–	0.02%	570
2014 Q4	$215K	Hold	5,800	–	–	0.02%	566
2014 Q3	$206K	Hold	5,800	–	–	0.02%	550
2014 Q2	$205K	Hold	5,800	–	–	0.02%	553
2014 Q1	$196K	Hold	5,800	–	–	0.02%	551
2013 Q4	$193K	Hold	5,800	–	–	0.02%	541
2013 Q3	$178K	Buy	+5,800	New	+$179K	0.02%	242

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LS Investment Advisors's DLN Position: Q2 2026 in Review

LS Investment Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 5,800 shares worth $559K. The position accounts for 0.08% of the portfolio, ranked #102.

LS Investment Advisors first reported a position in DLN in Q3 2013 and has held it in 52 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

LS Investment Advisors held 5,800 shares of WisdomTree US LargeCap Dividend Fund worth $559K as of Q2 2026.
LS Investment Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.08% of LS Investment Advisors's portfolio in Q2 2026, its #102 holding.
LS Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2013 and has held it in 52 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.