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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
Q2 		$1.05M Buy
10,911
+1,475
+16% +$139K 0.01% 762
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 $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

Principal Securities's DLN Position: Q2 2026 in Review

Principal Securities increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 16% in Q2 2026, buying an estimated $139K and bringing the position to 10,911 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #762.

Principal Securities 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.

  • Principal Securities held 10,911 shares of WisdomTree US LargeCap Dividend Fund worth $1.05M as of Q2 2026.
  • Principal Securities bought 1,475 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $139K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Principal Securities's portfolio in Q2 2026, its #762 holding.
  • Principal Securities 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.