TBFA
DLN icon

Three Bearings Fiduciary Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Three Bearings Fiduciary Advisors’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 		$1.4M Sell
14,495
-689
-5% -$65.1K 1.25% 22
2026
Q1 		$1.36M Buy
15,184
+355
+2% +$32.3K 1.31% 20
2025
Q4 		$1.35M Buy
+14,829
New +$1.3M 1.26% 22

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

Three Bearings Fiduciary Advisors's DLN Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4.5% in Q2 2026, selling an estimated $65.1K and leaving 14,495 shares worth $1.4M. The position accounts for 1.25% of the portfolio, ranked #22.

Three Bearings Fiduciary Advisors first reported a position in DLN in Q4 2025 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 14,495 shares of WisdomTree US LargeCap Dividend Fund worth $1.4M as of Q2 2026.
  • Three Bearings Fiduciary Advisors sold 689 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $65.1K.
  • WisdomTree US LargeCap Dividend Fund made up 1.25% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #22 holding.
  • Three Bearings Fiduciary Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 304 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.