Harpswell Capital Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Harpswell Capital Advisors’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	$1.08M	Buy	11,111 +1,111	+11%	+$110K	0.71%	20
2026 Q2	$963K	Hold	10,000	–	–	0.62%	21
2026 Q1	$893K	Hold	10,000	–	–	0.67%	22
2025 Q4	$881K	Hold	10,000	–	–	0.7%	20
2025 Q3	$870K	Buy	+10,000	New	+$846K	0.83%	18

Other funds holding DLN

LKWM

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

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

Harpswell Capital Advisors's DLN Position: Q3 2026 in Review

Harpswell Capital Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 11% in Q3 2026, buying an estimated $110K and bringing the position to 11,111 shares worth $1.08M. The position accounts for 0.71% of the portfolio, ranked #20.

Harpswell Capital Advisors first reported a position in DLN in Q3 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Harpswell Capital Advisors held 11,111 shares of WisdomTree US LargeCap Dividend Fund worth $1.08M as of Q3 2026.
Harpswell Capital Advisors bought 1,111 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $110K.
WisdomTree US LargeCap Dividend Fund made up 0.71% of Harpswell Capital Advisors's portfolio in Q3 2026, its #20 holding.
Harpswell Capital Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and has held it in 5 quarters since.
30 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.