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Principal Securities’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Principal Securities’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
Q1 		$843K Buy
9,436
+180
+2% +$16.4K 0.01% 780
2025
Q4 		$815K Buy
9,256
+218
+2% +$19K 0.01% 764
2025
Q3 		$787K Sell
9,038
-277
-3% -$23.4K 0.01% 745
2025
Q2 		$765K Buy
9,315
+448
+5% +$35K 0.01% 693
2025
Q1 		$690K Buy
8,867
+1,388
+19% +$111K 0.02% 668
2024
Q4 		$582K Buy
7,479
+327
+5% +$26.1K 0.01% 718
2024
Q3 		$562K Buy
7,152
+1,319
+23% +$99.5K 0.01% 722
2024
Q2 		$424K Buy
5,833
+693
+13% +$49.3K 0.01% 761
2024
Q1 		$371K Sell
5,140
-121
-2% -$8.31K 0.01% 781
2023
Q4 		$349K Buy
+5,261
New +$331K 0.01% 742

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Principal Securities's DLN Position: Q1 2026 in Review

Principal Securities increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.9% in Q1 2026, buying an estimated $16.4K and bringing the position to 9,436 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #780.

Principal Securities first reported a position in DLN in Q4 2023 and has held it in 10 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Principal Securities held 9,436 shares of WisdomTree US LargeCap Dividend Fund worth $843K as of Q1 2026.
  • Principal Securities bought 180 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $16.4K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Principal Securities's portfolio in Q1 2026, its #780 holding.
  • Principal Securities first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.