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Dickmeyer Boyce Financial Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Dickmeyer Boyce Financial 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 		$3.52M Buy
36,183
+1,820
+5% +$181K 1.8% 16
2026
Q2 		$3.31M Buy
34,363
+4,035
+13% +$381K 1.72% 15
2026
Q1 		$2.71M Buy
+30,328
New +$2.76M 1.59% 15

Other funds holding DLN

LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Dickmeyer Boyce Financial Management's DLN Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 5.3% in Q3 2026, buying an estimated $181K and bringing the position to 36,183 shares worth $3.52M. The position accounts for 1.8% of the portfolio, ranked #16.

Dickmeyer Boyce Financial Management first reported a position in DLN in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 36,183 shares of WisdomTree US LargeCap Dividend Fund worth $3.52M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 1,820 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $181K.
  • WisdomTree US LargeCap Dividend Fund made up 1.8% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #16 holding.
  • Dickmeyer Boyce Financial Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.