5L
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55I LLC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

55I LLC’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
2022
Q3 		$1.73M Buy
31,206
+8,614
+38% +$522K 0.05% 200
2022
Q2 		$1.33M Buy
+22,592
New +$1.42M 0.04% 220

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

55I LLC's DLN Position: Q3 2022 in Review

55I LLC increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 38% in Q3 2022, buying an estimated $522K and bringing the position to 31,206 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #200.

55I LLC first reported a position in DLN in Q2 2022 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold DLN as of Q3 2022.

  • 55I LLC held 31,206 shares of WisdomTree US LargeCap Dividend Fund worth $1.73M as of Q3 2022.
  • 55I LLC bought 8,614 WisdomTree US LargeCap Dividend Fund shares in Q3 2022, an estimated $522K.
  • WisdomTree US LargeCap Dividend Fund made up 0.05% of 55I LLC's portfolio in Q3 2022, its #200 holding.
  • 55I LLC first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.