Meeder Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Meeder Advisory Services’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	$454K	Hold	4,710	–	–	0.02%	447
2026 Q1	$421K	Hold	4,710	–	–	0.02%	430
2025 Q4	$415K	Buy	+4,710	New	+$411K	0.02%	434

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

Meeder Advisory Services's DLN Position: Q2 2026 in Review

Meeder Advisory Services held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 4,710 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #447.

Meeder Advisory Services first reported a position in DLN in Q4 2025 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Meeder Advisory Services held 4,710 shares of WisdomTree US LargeCap Dividend Fund worth $454K as of Q2 2026.
Meeder Advisory Services left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Meeder Advisory Services's portfolio in Q2 2026, its #447 holding.
Meeder Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.