BKM Wealth Management
DLN icon

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
Q3 		$194K Hold
2,000
– – 0.06% 154
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

Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Lee-Kelleher Wealth Management
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
FIDELIS iM
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

BKM Wealth Management's DLN Position: Q3 2026 in Review

BKM Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 2,000 shares worth $194K. The position accounts for 0.06% of the portfolio, ranked #154.

BKM Wealth Management first reported a position in DLN in Q4 2023 and has held it in 3 quarters since. The position peaked at $4.41M in Q4 2023. 175 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • BKM Wealth Management held 2,000 shares of WisdomTree US LargeCap Dividend Fund worth $194K as of Q3 2026.
  • BKM Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.06% of BKM Wealth Management's portfolio in Q3 2026, its #154 holding.
  • BKM Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 3 quarters since.
  • BKM Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $4.41M in Q4 2023.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.