Kuhn & Co Investment Counsel’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kuhn & Co Investment Counsel’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	$262K	Hold	2,725	–	–	0.15%	126
2026 Q1	$243K	Hold	2,725	–	–	0.16%	125
2025 Q4	$240K	Hold	2,725	–	–	0.16%	126
2025 Q3	$237K	Hold	2,725	–	–	0.19%	113
2025 Q2	$224K	Hold	2,725	–	–	0.17%	126
2025 Q1	$216K	Buy	+2,725	New	+$217K	0.18%	124
2024 Q2	–	Sell	-3,070	Closed	-$222K	–	127
2024 Q1	$222K	Sell	3,070 -1,150	-27%	-$79K	0.21%	118
2023 Q4	$280K	Buy	+4,220	New	+$265K	0.29%	102

Other funds holding DLN

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

Kuhn & Co Investment Counsel's DLN Position: Q2 2026 in Review

Kuhn & Co Investment Counsel held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 2,725 shares worth $262K. The position accounts for 0.15% of the portfolio, ranked #126.

Kuhn & Co Investment Counsel first reported a position in DLN in Q4 2023 and has held it in 8 quarters since. The position peaked at $280K in Q4 2023. 227 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Kuhn & Co Investment Counsel held 2,725 shares of WisdomTree US LargeCap Dividend Fund worth $262K as of Q2 2026.
Kuhn & Co Investment Counsel left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.15% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #126 holding.
Kuhn & Co Investment Counsel first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 8 quarters since.
Kuhn & Co Investment Counsel's WisdomTree US LargeCap Dividend Fund position peaked at $280K in Q4 2023.
227 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.