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

Ahrens Investment 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
2023
Q1 		$180K Buy
+2,910
New +$181K 0.09% 159
2022
Q3 		– Sell
-2,598
Closed -$154K – 349
2022
Q2 		$154K Hold
2,598
– – 0.07% 184
2022
Q1 		$171K Buy
2,598
+80
+3% +$5.18K 0.05% 202
2021
Q4 		$166K Buy
+2,518
New +$159K 0.07% 211

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
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 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
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

Ahrens Investment Partners's DLN Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2023: 2,910 shares worth $180K. The stake represents 0.09% of the portfolio and ranks #159 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in DLN as recently as Q2 2022.

Ahrens Investment Partners first reported a position in DLN in Q4 2021 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold DLN as of Q1 2023.

  • Ahrens Investment Partners held 2,910 shares of WisdomTree US LargeCap Dividend Fund worth $180K as of Q1 2023.
  • WisdomTree US LargeCap Dividend Fund was a new Ahrens Investment Partners position in Q1 2023.
  • WisdomTree US LargeCap Dividend Fund made up 0.09% of Ahrens Investment Partners's portfolio in Q1 2023, its #159 holding.
  • Ahrens Investment Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.