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Advanced Research Investment Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Advanced Research Investment Solutions’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
2021
Q4 		– Sell
-344
Closed -$20.5K – 200
2021
Q3 		$20.5K Buy
+344
New +$21.2K 0.01% 99

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advanced Research Investment Solutions's DLN Position: Q4 2021 in Review

Advanced Research Investment Solutions sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2021, closing a stake of 344 shares — an estimated $20.5K sold.

Advanced Research Investment Solutions first reported a position in DLN in Q3 2021 and held it in 1 quarter. The position peaked at $20.5K in Q3 2021. 288 funds tracked by Wall St. Rank hold DLN as of Q4 2021.

  • Advanced Research Investment Solutions reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 344 WisdomTree US LargeCap Dividend Fund shares in Q4 2021, an estimated $20.5K.
  • Advanced Research Investment Solutions first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and held it in 1 quarter.
  • Advanced Research Investment Solutions's WisdomTree US LargeCap Dividend Fund position peaked at $20.5K in Q3 2021.
  • 288 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2021.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2021, filed 9 Feb 2022.