Thurston Springer Miller Herd & Titak’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Thurston Springer Miller Herd & Titak’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	$289K	Hold	3,000	–	–	0.11%	205
2026 Q1	$268K	Hold	3,000	–	–	0.11%	206
2025 Q4	$264K	Buy	+3,000	New	+$262K	0.09%	216
2025 Q3	–	Sell	-3,000	Closed	-$246K	–	746
2025 Q2	$246K	Hold	3,000	–	–	0.03%	332
2025 Q1	$238K	Buy	+3,000	New	+$239K	0.04%	304

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's DLN Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 3,000 shares worth $289K. The position accounts for 0.11% of the portfolio, ranked #205.

Thurston Springer Miller Herd & Titak first reported a position in DLN in Q1 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Thurston Springer Miller Herd & Titak held 3,000 shares of WisdomTree US LargeCap Dividend Fund worth $289K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.11% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #205 holding.
Thurston Springer Miller Herd & Titak first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.