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United Capital Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

United Capital Financial Advisors’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 		$297K Buy
3,324
+533
+19% +$48.5K ﹤0.01% 1350
2025
Q4 		$246K Buy
+2,791
New +$244K ﹤0.01% 1248
2025
Q1 		– Sell
-3,769
Closed -$293K – 1077
2024
Q4 		$293K Sell
3,769
-200
-5% -$15.9K ﹤0.01% 888
2024
Q3 		$312K Hold
3,969
– – ﹤0.01% 860
2024
Q2 		$289K Sell
3,969
-486
-11% -$34.6K ﹤0.01% 872
2024
Q1 		$322K Hold
4,455
– – ﹤0.01% 857
2023
Q4 		$296K Sell
4,455
-30
-0.7% -$1.89K ﹤0.01% 876
2023
Q3 		$276K Sell
4,485
-490
-10% -$31.3K ﹤0.01% 743
2023
Q2 		$316K Hold
4,975
– – ﹤0.01% 755
2023
Q1 		$308K Hold
4,975
– – ﹤0.01% 818
2022
Q4 		$308K Sell
4,975
-2,112
-30% -$129K ﹤0.01% 880
2022
Q3 		$392K Buy
7,087
+1,960
+38% +$119K ﹤0.01% 823
2022
Q2 		$303K Sell
5,127
-290
-5% -$18.2K ﹤0.01% 938
2022
Q1 		$356K Sell
5,417
-1,242
-19% -$80.4K ﹤0.01% 941
2021
Q4 		$440K Sell
6,659
-1,403
-17% -$88.8K ﹤0.01% 899
2021
Q3 		$481K Hold
8,062
– – ﹤0.01% 871
2021
Q2 		$485K Sell
8,062
-2,000
-20% -$119K ﹤0.01% 865
2021
Q1 		$577K Sell
10,062
-2,896
-22% -$159K ﹤0.01% 815
2020
Q4 		$697K Sell
12,958
-53,400
-80% -$2.73M ﹤0.01% 763
2020
Q3 		$3.22M Buy
66,358
+1,452
+2% +$70.5K 0.02% 412
2020
Q2 		$3.01M Sell
64,906
-1,662
-2% -$74.8K 0.02% 442
2020
Q1 		$2.69M Sell
66,568
-2,206
-3% -$108K 0.02% 442
2019
Q4 		$3.64M Sell
68,774
-158
-0.2% -$8.05K 0.02% 480
2019
Q3 		$3.42M Buy
68,932
+316
+0.5% +$15.4K 0.02% 490
2019
Q2 		$3.32M Buy
68,616
+6,476
+10% +$309K 0.02% 501
2019
Q1 		$2.93M Sell
62,140
-916
-1% -$41.7K 0.02% 516
2018
Q4 		$2.66M Sell
63,056
-6,104
-9% -$276K 0.02% 493
2018
Q3 		$3.3M Buy
69,160
+564
+0.8% +$26.5K 0.02% 505
2018
Q2 		$3.08M Sell
68,596
-1,148
-2% -$51.5K 0.02% 505
2018
Q1 		$3.09M Sell
69,744
-730
-1% -$33.6K 0.02% 493
2017
Q4 		$3.25M Sell
70,474
-138
-0.2% -$6.18K 0.03% 487
2017
Q3 		$3.07M Sell
70,612
-2,808
-4% -$120K 0.03% 481
2017
Q2 		$3.09M Sell
73,420
-1,250
-2% -$52.2K 0.03% 473
2017
Q1 		$3.1M Sell
74,670
-146
-0.2% -$5.98K 0.03% 460
2016
Q4 		$2.99M Sell
74,816
-4,296
-5% -$167K 0.03% 471
2016
Q3 		$3.04M Sell
79,112
-2,166
-3% -$83.6K 0.03% 479
2016
Q2 		$3.09M Sell
81,278
-1,960
-2% -$72.5K 0.03% 457
2016
Q1 		$3.06M Sell
83,238
-31,130
-27% -$1.08M 0.03% 445
2015
Q4 		$4.07M Sell
114,368
-4,498
-4% -$161K 0.05% 375
2015
Q3 		$4M Buy
118,866
+37,732
+47% +$1.33M 0.05% 369
2015
Q2 		$2.94M Buy
81,134
+1,202
+2% +$44.7K 0.03% 488
2015
Q1 		$2.97M Sell
79,932
-10,300
-11% -$380K 0.04% 465
2014
Q4 		$3.35M Sell
90,232
-140,926
-61% -$5.12M 0.05% 353
2014
Q3 		$8.23M Sell
231,158
-26,758
-10% -$953K 0.14% 172
2014
Q2 		$9.13M Sell
257,916
-24,610
-9% -$849K 0.17% 158
2014
Q1 		$9.56M Buy
+282,526
New +$9.27M 0.2% 117
2013
Q4 		– Sell
-253,180
Closed -$7.75M – 668
2013
Q3 		$7.75M Sell
253,180
-34,688
-12% -$1.07M 0.25% 92
2013
Q2 		$8.61M Buy
+287,868
New +$8.69M 0.23% 117

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

United Capital Financial Advisors's DLN Position: Q1 2026 in Review

United Capital Financial Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 19% in Q1 2026, buying an estimated $48.5K and bringing the position to 3,324 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

United Capital Financial Advisors first reported a position in DLN in Q2 2013 and has held it in 48 quarters since. The position peaked at $9.56M in Q1 2014. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • United Capital Financial Advisors held 3,324 shares of WisdomTree US LargeCap Dividend Fund worth $297K as of Q1 2026.
  • United Capital Financial Advisors bought 533 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $48.5K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1350 holding.
  • United Capital Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 48 quarters since.
  • United Capital Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $9.56M in Q1 2014.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.