BFA
DLN icon

Bill Few Associates’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bill Few Associates’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 		$211K Buy
+2,190
New +$207K 0.04% 222

Other funds holding DLN

TC
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
CL
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
LI
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
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bill Few Associates's DLN Position: Q2 2026 in Review

Bill Few Associates opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 2,190 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #222 among its holdings.

75 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Bill Few Associates held 2,190 shares of WisdomTree US LargeCap Dividend Fund worth $211K as of Q2 2026.
  • WisdomTree US LargeCap Dividend Fund was a new Bill Few Associates position in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.04% of Bill Few Associates's portfolio in Q2 2026, its #222 holding.
  • 75 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.