TFG
DLN icon

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
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

TC
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
CL
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
LI
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
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return
FI
FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Team Financial Group's DLN Position: Q2 2026 in Review

Team Financial Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.44% in Q2 2026, buying an estimated $9.45K and bringing the position to 22,647 shares worth $2.18M. The position accounts for 0.93% of the portfolio, ranked #16.

Team Financial Group first reported a position in DLN in Q3 2023 and has held it in 12 quarters since. 149 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Team Financial Group held 22,647 shares of WisdomTree US LargeCap Dividend Fund worth $2.18M as of Q2 2026.
  • Team Financial Group bought 100 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $9.45K.
  • WisdomTree US LargeCap Dividend Fund made up 0.93% of Team Financial Group's portfolio in Q2 2026, its #16 holding.
  • Team Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
  • 149 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.