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BKM Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

BKM Wealth Management’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 		$193K Buy
+2,000
New +$189K 0.07% 148
2024
Q1 		– Sell
-66,421
Closed -$4.41M – 277
2023
Q4 		$4.41M Buy
+66,421
New +$4.17M 1.88% 9

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BKM Wealth Management's DLN Position: Q2 2026 in Review

BKM Wealth Management opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 2,000 shares worth $193K. The stake represents 0.07% of the portfolio and ranks #148 among its holdings. This is a return to the name: BKM Wealth Management previously reported a position in DLN as recently as Q4 2023.

BKM Wealth Management first reported a position in DLN in Q4 2023 and has held it in 2 quarters since. The position peaked at $4.41M in Q4 2023. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • BKM Wealth Management held 2,000 shares of WisdomTree US LargeCap Dividend Fund worth $193K as of Q2 2026.
  • WisdomTree US LargeCap Dividend Fund was a new BKM Wealth Management position in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.07% of BKM Wealth Management's portfolio in Q2 2026, its #148 holding.
  • BKM Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 2 quarters since.
  • BKM Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $4.41M in Q4 2023.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.