Hazlett, Burt & Watson
DLN icon

Hazlett, Burt & Watson’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Hazlett, Burt & Watson’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 		$495K Buy
5,098
+8
+0.2% +$794 0.13% 164
2026
Q2 		$490K Buy
5,090
+9
+0.2% +$850 0.13% 156
2026
Q1 		$455K Buy
5,081
+8
+0.2% +$727 0.14% 152
2025
Q4 		$447K Buy
5,073
+9
+0.2% +$786 0.14% 142
2025
Q3 		$440K Buy
5,064
+10
+0.2% +$846 0.16% 136
2025
Q2 		$416K Buy
5,054
+10
+0.2% +$781 0.17% 121
2025
Q1 		$400K Sell
5,044
-544
-10% -$43.4K 0.18% 117
2024
Q4 		$433K Buy
5,588
+9
+0.2% +$718 0.19% 112
2024
Q3 		$439K Buy
5,579
+10
+0.2% +$755 0.2% 113
2024
Q2 		$405K Buy
5,569
+10
+0.2% +$712 0.21% 104
2024
Q1 		$402K Sell
5,559
-206
-4% -$14.1K 0.24% 87
2023
Q4 		$382K Sell
5,765
-257
-4% -$16.1K 0.26% 83
2023
Q3 		$370K Sell
6,022
-124
-2% -$7.91K 0.28% 77
2023
Q2 		$392K Buy
6,146
+13
+0.2% +$806 0.29% 69
2023
Q1 		$379K Buy
6,133
+29
+0.5% +$1.8K 0.31% 66
2022
Q4 		$380K Buy
6,104
+2,067
+51% +$126K 0.33% 63
2022
Q3 		$223K Buy
4,037
+29
+0.7% +$1.76K 0.22% 102
2022
Q2 		$237K Buy
4,008
+26
+0.7% +$1.64K 0.22% 99
2022
Q1 		$262K Buy
+3,982
New +$258K 0.21% 105

Other funds holding DLN

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Waterway Wealth Management
Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Lee-Kelleher Wealth Management
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
FIDELIS iM
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
FF
Fox Financial Wyomissing, Pennsylvania $140M AUM 18.32% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Hazlett, Burt & Watson's DLN Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.16% in Q3 2026, buying an estimated $794 and bringing the position to 5,098 shares worth $495K. The position accounts for 0.13% of the portfolio, ranked #164.

Hazlett, Burt & Watson first reported a position in DLN in Q1 2022 and has held it in 19 quarters since. 273 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Hazlett, Burt & Watson held 5,098 shares of WisdomTree US LargeCap Dividend Fund worth $495K as of Q3 2026.
  • Hazlett, Burt & Watson bought 8 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $794.
  • WisdomTree US LargeCap Dividend Fund made up 0.13% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #164 holding.
  • Hazlett, Burt & Watson first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2022 and has held it in 19 quarters since.
  • 273 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.