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

Team Hewins’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	$687K	Hold	7,128	–	–	0.19%	21
2026 Q1	$637K	Hold	7,128	–	–	0.19%	21
2025 Q4	$628K	Sell	7,128 -29	-0.4%	-$2.53K	0.2%	20
2025 Q3	$623K	Buy	7,157 +277	+4%	+$23.4K	0.21%	20
2025 Q2	$565K	Hold	6,880	–	–	0.2%	19
2025 Q1	$546K	Hold	6,880	–	–	0.21%	20
2024 Q4	$535K	Sell	6,880 -147	-2%	-$11.7K	0.21%	18
2024 Q3	$552K	Buy	+7,027	New	+$530K	0.21%	19

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

Team Hewins's DLN Position: Q2 2026 in Review

Team Hewins held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 7,128 shares worth $687K. The position accounts for 0.19% of the portfolio, ranked #21.

Team Hewins first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. 229 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Team Hewins held 7,128 shares of WisdomTree US LargeCap Dividend Fund worth $687K as of Q2 2026.
Team Hewins left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.19% of Team Hewins's portfolio in Q2 2026, its #21 holding.
Team Hewins first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
229 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.