Adero Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Adero Partners’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 Q2	–	Sell	-3,378	Closed	-$222K	–	154
2022 Q1	$222K	Hold	3,378	–	–	0.03%	149
2021 Q4	$223K	Hold	3,378	–	–	0.04%	148
2021 Q3	$201K	Hold	3,378	–	–	0.04%	141
2021 Q2	$203K	Buy	+3,378	New	+$201K	0.05%	131

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Adero Partners's DLN Position: Q2 2022 in Review

Adero Partners sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2022, closing a stake of 3,378 shares — an estimated $222K sold.

Adero Partners first reported a position in DLN in Q2 2021 and held it in 4 quarters. The position peaked at $223K in Q4 2021. 323 funds tracked by Wall St. Rank hold DLN as of Q2 2022.

Adero Partners reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Adero Partners sold 3,378 WisdomTree US LargeCap Dividend Fund shares in Q2 2022, an estimated $222K.
Adero Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2021 and held it in 4 quarters.
Adero Partners's WisdomTree US LargeCap Dividend Fund position peaked at $223K in Q4 2021.
323 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2022.

Based on Adero Partners's 13F filing for Q2 2022, filed 14 Jul 2022.