Post Resch Tallon Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Post Resch Tallon Group’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	$682K	Sell	7,085 -180	-2%	-$17K	0.47%	43
2026 Q1	$651K	Buy	7,265 +100	+1%	+$9.09K	0.53%	44
2025 Q4	$631K	Sell	7,165 -60	-0.8%	-$5.24K	0.53%	40
2025 Q3	$629K	Sell	7,225 -250	-3%	-$21.2K	0.56%	40
2025 Q2	$614K	Sell	7,475 -200	-3%	-$15.6K	0.59%	40
2025 Q1	$605K	Hold	7,675	–	–	0.62%	39
2024 Q4	$596K	Buy	+7,675	New	+$612K	0.57%	39

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

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

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

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

Post Resch Tallon Group's DLN Position: Q2 2026 in Review

Post Resch Tallon Group reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.5% in Q2 2026, selling an estimated $17K and leaving 7,085 shares worth $682K. The position accounts for 0.47% of the portfolio, ranked #43.

Post Resch Tallon Group first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 75 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Post Resch Tallon Group held 7,085 shares of WisdomTree US LargeCap Dividend Fund worth $682K as of Q2 2026.
Post Resch Tallon Group sold 180 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $17K.
WisdomTree US LargeCap Dividend Fund made up 0.47% of Post Resch Tallon Group's portfolio in Q2 2026, its #43 holding.
Post Resch Tallon Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
75 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.