Boyer Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Boyer Financial Services’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	$345K	Buy	+3,555	New	+$336K	0.29%	40

Other funds holding DLN

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Boyer Financial Services's DLN Position: Q2 2026 in Review

Boyer Financial Services opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 3,555 shares worth $345K. The stake represents 0.29% of the portfolio and ranks #40 among its holdings.

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

Boyer Financial Services held 3,555 shares of WisdomTree US LargeCap Dividend Fund worth $345K as of Q2 2026.
WisdomTree US LargeCap Dividend Fund was a new Boyer Financial Services position in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.29% of Boyer Financial Services's portfolio in Q2 2026, its #40 holding.
285 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.