BFW
DLN icon

Brady Family Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Brady Family Wealth’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 		$252K Hold
2,617
– – 0.07% 107
2026
Q1 		$234K Hold
2,617
– – 0.07% 103
2025
Q4 		$231K Hold
2,617
– – 0.07% 102
2025
Q3 		$228K Hold
2,617
– – 0.07% 101
2025
Q2 		$215K Hold
2,617
– – 0.07% 111
2025
Q1 		$208K Sell
2,617
-38
-1% -$3.03K 0.07% 112
2024
Q4 		$207K Hold
2,655
– – 0.06% 114
2024
Q3 		$209K Buy
+2,655
New +$200K 0.06% 117

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
FI
FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brady Family Wealth's DLN Position: Q2 2026 in Review

Brady Family Wealth held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 2,617 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #107.

Brady Family Wealth first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Brady Family Wealth held 2,617 shares of WisdomTree US LargeCap Dividend Fund worth $252K as of Q2 2026.
  • Brady Family Wealth left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.07% of Brady Family Wealth's portfolio in Q2 2026, its #107 holding.
  • Brady Family Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
  • 119 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.