Wavvest Wealth LLC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wavvest Wealth LLC’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	$307K	Buy	+3,161	New	+$314K	0.25%	83

Other funds holding DLN

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wavvest Wealth LLC's DLN Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2026: 3,161 shares worth $307K. The stake represents 0.25% of the portfolio and ranks #83 among its holdings.

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

Wavvest Wealth LLC held 3,161 shares of WisdomTree US LargeCap Dividend Fund worth $307K as of Q3 2026.
WisdomTree US LargeCap Dividend Fund was a new Wavvest Wealth LLC position in Q3 2026.
WisdomTree US LargeCap Dividend Fund made up 0.25% of Wavvest Wealth LLC's portfolio in Q3 2026, its #83 holding.
184 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.