BFG
DLN icon

Berger Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Berger Financial Group’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 		$1.91M Buy
19,857
+21
+0.1% +$1.98K 0.1% 158
2026
Q1 		$1.77M Sell
19,836
-160
-0.8% -$14.5K 0.1% 154
2025
Q4 		$1.76M Buy
19,996
+24
+0.1% +$2.1K 0.1% 154
2025
Q3 		$1.74M Sell
19,972
-14,655
-42% -$1.24M 0.1% 153
2025
Q2 		$2.84M Buy
34,627
+106
+0.3% +$8.28K 0.18% 108
2025
Q1 		$2.74M Sell
34,521
-282
-0.8% -$22.5K 0.19% 111
2024
Q4 		$2.71M Buy
34,803
+95
+0.3% +$7.58K 0.19% 111
2024
Q3 		$2.73M Sell
34,708
-462
-1% -$34.9K 0.2% 102
2024
Q2 		$2.56M Sell
35,170
-1,982
-5% -$141K 0.2% 102
2024
Q1 		$2.68M Buy
37,152
+583
+2% +$40K 0.22% 100
2023
Q4 		$2.43M Sell
36,569
-539
-1% -$33.9K 0.25% 95
2023
Q3 		$2.28M Sell
37,108
-2,275
-6% -$145K 0.26% 89
2023
Q2 		$2.5M Buy
39,383
+236
+0.6% +$14.6K 0.28% 84
2023
Q1 		$2.42M Buy
39,147
+1,564
+4% +$97.1K 0.29% 83
2022
Q4 		$2.33M Sell
37,583
-2,718
-7% -$166K 0.31% 80
2022
Q3 		$2.23M Buy
40,301
+102
+0.3% +$6.18K 0.33% 80
2022
Q2 		$2.38M Sell
40,199
-5,172
-11% -$325K 0.35% 70
2022
Q1 		$2.98M Sell
45,371
-3,537
-7% -$229K 0.38% 71
2021
Q4 		$3.23M Sell
48,908
-1,382
-3% -$87.4K 0.43% 71
2021
Q3 		$3M Buy
50,290
+446
+0.9% +$27.5K 0.54% 59
2021
Q2 		$3M Sell
49,844
-6,368
-11% -$380K 0.54% 60
2021
Q1 		$3.22M Buy
56,212
+3,538
+7% +$195K 0.7% 56
2020
Q4 		$2.83M Buy
+52,674
New +$2.7M 0.49% 71

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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Berger Financial Group's DLN Position: Q2 2026 in Review

Berger Financial Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.11% in Q2 2026, buying an estimated $1.98K and bringing the position to 19,857 shares worth $1.91M. The position accounts for 0.1% of the portfolio, ranked #158.

Berger Financial Group first reported a position in DLN in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.23M in Q4 2021. 338 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Berger Financial Group held 19,857 shares of WisdomTree US LargeCap Dividend Fund worth $1.91M as of Q2 2026.
  • Berger Financial Group bought 21 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.98K.
  • WisdomTree US LargeCap Dividend Fund made up 0.1% of Berger Financial Group's portfolio in Q2 2026, its #158 holding.
  • Berger Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's WisdomTree US LargeCap Dividend Fund position peaked at $3.23M in Q4 2021.
  • 338 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.