Team Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Team Financial 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 Q3	$2.16M	Sell	22,233 -414	-2%	-$41.1K	0.85%	17
2026 Q2	$2.18M	Buy	22,647 +100	+0.4%	+$9.45K	0.93%	16
2026 Q1	$2.01M	Buy	22,547 +149	+0.7%	+$13.5K	0.91%	16
2025 Q4	$1.97M	Buy	22,398 +611	+3%	+$53.4K	0.9%	15
2025 Q3	$1.9M	Buy	21,787 +97	+0.4%	+$8.21K	0.88%	15
2025 Q2	$1.78M	Buy	21,690 +113	+0.5%	+$8.83K	0.88%	15
2025 Q1	$1.71M	Sell	21,577 -3,601	-14%	-$287K	0.99%	15
2024 Q4	$1.96M	Buy	25,178 +25	+0.1%	+$1.99K	1.12%	17
2024 Q3	$1.98M	Sell	25,153 -117	-0.5%	-$8.83K	1.18%	16
2024 Q2	$1.84M	Buy	25,270 +2,131	+9%	+$152K	1.18%	16
2024 Q1	$1.67M	Buy	23,139 +1,496	+7%	+$103K	1.12%	15
2023 Q4	$1.44M	Buy	21,643 +1,309	+6%	+$82.2K	1.03%	16
2023 Q3	$1.25M	Buy	+20,334	New	+$1.3M	1.03%	15

Other funds holding DLN

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

Fox Financial Wyomissing, Pennsylvania $140M AUM 18.32% 1-Year Est. Return

Fairway Wealth Independence, Ohio $462M AUM 11.37% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Team Financial Group's DLN Position: Q3 2026 in Review

Team Financial Group reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.8% in Q3 2026, selling an estimated $41.1K and leaving 22,233 shares worth $2.16M. The position accounts for 0.85% of the portfolio, ranked #17.

Team Financial Group first reported a position in DLN in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.18M in Q2 2026. 209 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Team Financial Group held 22,233 shares of WisdomTree US LargeCap Dividend Fund worth $2.16M as of Q3 2026.
Team Financial Group sold 414 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $41.1K.
WisdomTree US LargeCap Dividend Fund made up 0.85% of Team Financial Group's portfolio in Q3 2026, its #17 holding.
Team Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2023 and has held it in 13 quarters since.
Team Financial Group's WisdomTree US LargeCap Dividend Fund position peaked at $2.18M in Q2 2026.
209 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.