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Addison Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Addison 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
2022
Q1 		– Sell
-10
Closed -$1K – 720
2021
Q4 		$1K Hold
10
– – ﹤0.01% 575
2021
Q3 		$1K Hold
10
– – ﹤0.01% 404
2021
Q2 		$1K Buy
+10
New +$596 ﹤0.01% 382

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Addison Advisors's DLN Position: Q1 2022 in Review

Addison Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Addison Advisors first reported a position in DLN in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 303 funds tracked by Wall St. Rank hold DLN as of Q1 2022.

  • Addison Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Addison Advisors sold 10 WisdomTree US LargeCap Dividend Fund shares in Q1 2022, an estimated $1K.
  • Addison Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2021 and held it in 3 quarters.
  • Addison Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $1K in Q4 2021.
  • 303 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2022.

Based on Addison Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.