Adamsbrown Wealth Consultants’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Adamsbrown Wealth Consultants’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	$721K	Buy	7,481 +14	+0.2%	+$1.32K	0.14%	65
2026 Q1	$667K	Sell	7,467 -367	-5%	-$33.4K	0.18%	57
2025 Q4	$690K	Sell	7,834 -34	-0.4%	-$2.97K	0.19%	50
2025 Q3	$685K	Buy	7,868 +10	+0.1%	+$846	0.19%	46
2025 Q2	$645K	Buy	7,858 +12	+0.2%	+$937	0.19%	45
2025 Q1	$623K	Sell	7,846 -1,054	-12%	-$84.1K	0.2%	44
2024 Q4	$692K	Buy	8,900 +11	+0.1%	+$877	0.24%	39
2024 Q3	$698K	Buy	8,889 +10	+0.1%	+$755	0.24%	37
2024 Q2	$646K	Sell	8,879 -632	-7%	-$45K	0.25%	35
2024 Q1	$687K	Buy	9,511 +9	+0.1%	+$618	0.28%	34
2023 Q4	$631K	Buy	9,502 +14	+0.1%	+$880	0.27%	33
2023 Q3	$583K	Sell	9,488 -1,493	-14%	-$95.3K	0.29%	34
2023 Q2	$698K	Sell	10,981 -1,430	-12%	-$88.7K	0.37%	31
2023 Q1	$768K	Buy	12,411 +20	+0.2%	+$1.24K	0.44%	32
2022 Q4	$768K	Sell	12,391 -5,806	-32%	-$354K	0.47%	34
2022 Q3	$1.01M	Sell	18,197 -8,963	-33%	-$543K	0.77%	27
2022 Q2	$1.6M	Sell	27,160 -14,077	-34%	-$885K	1.26%	16
2022 Q1	$2.71M	Sell	41,237 -5,366	-12%	-$347K	2.15%	10
2021 Q4	$3.08M	Buy	+46,603	New	+$2.95M	2.78%	9

Other funds holding DLN

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Adamsbrown Wealth Consultants's DLN Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.19% in Q2 2026, buying an estimated $1.32K and bringing the position to 7,481 shares worth $721K. The position accounts for 0.14% of the portfolio, ranked #65.

Adamsbrown Wealth Consultants first reported a position in DLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.08M in Q4 2021. 107 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Adamsbrown Wealth Consultants held 7,481 shares of WisdomTree US LargeCap Dividend Fund worth $721K as of Q2 2026.
Adamsbrown Wealth Consultants bought 14 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.32K.
WisdomTree US LargeCap Dividend Fund made up 0.14% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #65 holding.
Adamsbrown Wealth Consultants first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
Adamsbrown Wealth Consultants's WisdomTree US LargeCap Dividend Fund position peaked at $3.08M in Q4 2021.
107 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.