BH
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Burk Holdings’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Burk Holdings’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 		– Sell
-10,800
Closed -$965K – 659
2026
Q1 		$965K Hold
10,800
– – 0.41% 40
2025
Q4 		$951K Hold
10,800
– – 0.45% 41
2025
Q3 		$940K Buy
+10,800
New +$914K 0.5% 39

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

Burk Holdings's DLN Position: Q2 2026 in Review

Burk Holdings sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026, closing a stake of 10,800 shares — an estimated $965K sold.

Burk Holdings first reported a position in DLN in Q3 2025 and held it in 3 quarters. The position peaked at $965K in Q1 2026. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Burk Holdings reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Burk Holdings sold 10,800 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $965K.
  • Burk Holdings first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and held it in 3 quarters.
  • Burk Holdings's WisdomTree US LargeCap Dividend Fund position peaked at $965K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.