MCM
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MidAtlantic Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

MidAtlantic Capital Management’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 		$4.62M Buy
47,969
+1,343
+3% +$127K 2.87% 10
2026
Q1 		$4.17M Buy
46,626
+1,937
+4% +$176K 2.87% 10
2025
Q4 		$3.94M Buy
44,689
+1,332
+3% +$116K 2.52% 11
2025
Q3 		$3.77M Buy
43,357
+86
+0.2% +$7.28K 2.58% 12
2025
Q2 		$3.55M Buy
43,271
+4,534
+12% +$354K 2.52% 12
2025
Q1 		$3.07M Buy
38,737
+9,139
+31% +$729K 2.42% 13
2024
Q4 		$2.3M Buy
29,598
+1,057
+4% +$84.3K 1.69% 16
2024
Q3 		$2.24M Buy
28,541
+8,586
+43% +$648K 1.64% 17
2024
Q2 		$1.45M Buy
19,955
+4,363
+28% +$310K 1.22% 20
2024
Q1 		$1.13M Buy
15,592
+5,541
+55% +$380K 0.99% 22
2023
Q4 		$667K Buy
+10,051
New +$631K 0.65% 40

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

MidAtlantic Capital Management's DLN Position: Q2 2026 in Review

MidAtlantic Capital Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.9% in Q2 2026, buying an estimated $127K and bringing the position to 47,969 shares worth $4.62M. The position accounts for 2.87% of the portfolio, ranked #10.

MidAtlantic Capital Management first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • MidAtlantic Capital Management held 47,969 shares of WisdomTree US LargeCap Dividend Fund worth $4.62M as of Q2 2026.
  • MidAtlantic Capital Management bought 1,343 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $127K.
  • WisdomTree US LargeCap Dividend Fund made up 2.87% of MidAtlantic Capital Management's portfolio in Q2 2026, its #10 holding.
  • MidAtlantic Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.