Lee-Kelleher Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Lee-Kelleher Wealth Management’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	$36.7M	Sell	381,301 -2,892	-0.8%	-$273K	19.21%	2
2026 Q1	$34.3M	Buy	384,193 +12,290	+3%	+$1.12M	20.42%	1
2025 Q4	$32.8M	Buy	371,903 +22,563	+6%	+$1.97M	19.54%	2
2025 Q3	$30.4M	Buy	349,340 +21,011	+6%	+$1.78M	18.73%	2
2025 Q2	$27M	Buy	328,329 +10,014	+3%	+$782K	17.92%	2
2025 Q1	$25.3M	Buy	318,315 +10,393	+3%	+$829K	18.59%	1
2024 Q4	$24M	Buy	+307,922	New	+$24.6M	17.06%	2

Other funds holding DLN

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

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

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

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

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return