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

Farrell Financial’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 		$221K Buy
+2,273
New +$226K 0.12% 74

Other funds holding DLN

Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
FI
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWM
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
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Farrell Financial's DLN Position: Q3 2026 in Review

Farrell Financial opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2026: 2,273 shares worth $221K. The stake represents 0.12% of the portfolio and ranks #74 among its holdings.

101 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Farrell Financial held 2,273 shares of WisdomTree US LargeCap Dividend Fund worth $221K as of Q3 2026.
  • WisdomTree US LargeCap Dividend Fund was a new Farrell Financial position in Q3 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.12% of Farrell Financial's portfolio in Q3 2026, its #74 holding.
  • 101 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Farrell Financial's 13F filing for Q3 2026, filed 16 Oct 2026.