Kohmann Bosshard Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kohmann Bosshard Financial Services’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 Q2	$235K	Hold	2,440	–	–	0.02%	206
2026 Q1	$218K	Hold	2,440	–	–	0.02%	193
2025 Q4	$215K	Hold	2,440	–	–	0.02%	275
2025 Q3	$212K	Hold	2,440	–	–	0.02%	210
2025 Q2	$200K	Buy	+2,440	New	+$191K	0.02%	186
2025 Q1	–	Sell	-2,440	Closed	-$190K	–	416
2024 Q4	$190K	Buy	+2,440	New	+$195K	0.02%	192
2020 Q1	–	Sell	-2,040	Closed	-$108K	–	113
2019 Q4	$108K	Hold	2,040	–	–	0.04%	108
2019 Q3	$101K	Buy	+2,040	New	+$99.4K	0.04%	110
2017 Q1	$142K	Buy	+3,420	New	+$140K	0.12%	70

Other funds holding DLN

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return

FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return

Kohmann Bosshard Financial Services's DLN Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 2,440 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #206.

Kohmann Bosshard Financial Services first reported a position in DLN in Q1 2017 and has held it in 9 quarters since. 164 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Kohmann Bosshard Financial Services held 2,440 shares of WisdomTree US LargeCap Dividend Fund worth $235K as of Q2 2026.
Kohmann Bosshard Financial Services left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #206 holding.
Kohmann Bosshard Financial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2017 and has held it in 9 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.