Mariner
DLN icon

Mariner’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Mariner’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 		$3.09M Buy
32,088
+4,289
+15% +$405K ﹤0.01% 1257
2026
Q1 		$2.48M Sell
27,799
-51
-0.2% -$4.64K ﹤0.01% 1419
2025
Q4 		$2.45M Buy
27,850
+921
+3% +$80.4K ﹤0.01% 1379
2025
Q3 		$2.34M Buy
26,929
+4,066
+18% +$344K ﹤0.01% 1338
2025
Q2 		$1.88M Buy
22,863
+7,369
+48% +$576K ﹤0.01% 1375
2025
Q1 		$1.23M Sell
15,494
-239
-2% -$19.1K ﹤0.01% 1551
2024
Q4 		$1.22M Sell
15,733
-576
-4% -$45.9K ﹤0.01% 1516
2024
Q3 		$1.28M Buy
16,309
+1,724
+12% +$130K ﹤0.01% 1439
2024
Q2 		$1.06M Sell
14,585
-3,678
-20% -$262K ﹤0.01% 1468
2024
Q1 		$1.32M Sell
18,263
-2
-0% -$137 ﹤0.01% 1330
2023
Q4 		$1.21M Sell
18,265
-2,229
-11% -$140K ﹤0.01% 1309
2023
Q3 		$1.26M Buy
20,494
+161
+0.8% +$10.3K ﹤0.01% 1204
2023
Q2 		$1.29M Buy
20,333
+1,479
+8% +$91.8K ﹤0.01% 1158
2023
Q1 		$1.17M Buy
18,854
+1,454
+8% +$90.2K ﹤0.01% 1198
2022
Q4 		$1.08M Buy
17,400
+88
+0.5% +$5.37K ﹤0.01% 1202
2022
Q3 		$957K Buy
17,312
+202
+1% +$12.2K ﹤0.01% 1075
2022
Q2 		$1.01M Sell
17,110
-4,274
-20% -$269K ﹤0.01% 901
2022
Q1 		$1.41M Buy
21,384
+2,920
+16% +$189K 0.01% 834
2021
Q4 		$1.22M Sell
18,464
-3,252
-15% -$206K 0.01% 777
2021
Q3 		$1.29M Sell
21,716
-826
-4% -$50.9K 0.01% 631
2021
Q2 		$1.36M Buy
+22,542
New +$1.34M 0.01% 586
2016
Q4 		– Sell
-2,144
Closed -$83K – 603
2016
Q3 		$83K Buy
+2,144
New +$82.8K ﹤0.01% 615

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

Mariner's DLN Position: Q2 2026 in Review

Mariner increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 15% in Q2 2026, buying an estimated $405K and bringing the position to 32,088 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Mariner first reported a position in DLN in Q3 2016 and has held it in 22 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Mariner held 32,088 shares of WisdomTree US LargeCap Dividend Fund worth $3.09M as of Q2 2026.
  • Mariner bought 4,289 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $405K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1257 holding.
  • Mariner first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2016 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 Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.