Birch Hill Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Birch Hill Investment 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 Q2	$308K	Hold	3,200	–	–	0.01%	181
2026 Q1	$286K	Hold	3,200	–	–	0.01%	173
2025 Q4	$282K	Hold	3,200	–	–	0.01%	177
2025 Q3	$278K	Hold	3,200	–	–	0.01%	175
2025 Q2	$263K	Hold	3,200	–	–	0.01%	177
2025 Q1	$254K	Hold	3,200	–	–	0.01%	170
2024 Q4	$249K	Hold	3,200	–	–	0.01%	172
2024 Q3	$251K	Hold	3,200	–	–	0.01%	166
2024 Q2	$233K	Hold	3,200	–	–	0.01%	165
2024 Q1	$231K	Hold	3,200	–	–	0.01%	160
2023 Q4	$212K	Buy	+3,200	New	+$201K	0.01%	157
2023 Q3	–	Sell	-3,200	Closed	-$204K	–	159
2023 Q2	$204K	Buy	+3,200	New	+$199K	0.01%	156
2022 Q2	–	Sell	-3,200	Closed	-$210K	–	157
2022 Q1	$210K	Hold	3,200	–	–	0.01%	158
2021 Q4	$211K	Buy	+3,200	New	+$202K	0.01%	169

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LKWM

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

Birch Hill Investment Advisors's DLN Position: Q2 2026 in Review

Birch Hill Investment Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 3,200 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #181.

Birch Hill Investment Advisors first reported a position in DLN in Q4 2021 and has held it in 14 quarters since. 310 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Birch Hill Investment Advisors held 3,200 shares of WisdomTree US LargeCap Dividend Fund worth $308K as of Q2 2026.
Birch Hill Investment Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #181 holding.
Birch Hill Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 14 quarters since.
310 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.