APA
DLN icon

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

American Portfolios 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
Q3 		$754K Buy
13,650
+193
+1% +$11.7K 0.03% 508
2022
Q2 		$795K Buy
13,457
+46
+0.3% +$2.89K 0.03% 498
2022
Q1 		$881K Buy
13,411
+156
+1% +$10.1K 0.03% 532
2021
Q4 		$875K Sell
13,255
-795
-6% -$50.3K 0.03% 523
2021
Q3 		$838K Buy
14,050
+774
+6% +$47.7K 0.03% 521
2021
Q2 		$799K Buy
13,276
+3,006
+29% +$179K 0.03% 532
2021
Q1 		$589K Buy
10,270
+224
+2% +$12.3K 0.03% 594
2020
Q4 		$540K Sell
10,046
-5,172
-34% -$265K 0.03% 540
2020
Q3 		$738K Buy
15,218
+1,952
+15% +$94.8K 0.04% 385
2020
Q2 		$616K Buy
13,266
+552
+4% +$24.8K 0.04% 382
2020
Q1 		$515K Buy
12,714
+1,094
+9% +$53.6K 0.04% 362
2019
Q4 		$615K Buy
11,620
+686
+6% +$35K 0.04% 373
2019
Q3 		$542K Buy
10,934
+416
+4% +$20.3K 0.04% 375
2019
Q2 		$510K Sell
10,518
-1,294
-11% -$61.7K 0.04% 385
2019
Q1 		$556K Buy
11,812
+2
+0% +$91 0.05% 346
2018
Q4 		$499K Sell
11,810
-32
-0.3% -$1.45K 0.06% 281
2018
Q3 		$565K Sell
11,842
-48
-0.4% -$2.25K 0.06% 283
2018
Q2 		$534K Buy
11,890
+1,362
+13% +$61.1K 0.07% 270
2018
Q1 		$466K Buy
10,528
+4
+0% +$184 0.07% 275
2017
Q4 		$485K Buy
+10,524
New +$472K 0.08% 262

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 $1.66T AUM 25.57% 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 $1.37T 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 $67.7B AUM 51.91% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

American Portfolios Advisors's DLN Position: Q3 2022 in Review

American Portfolios Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.4% in Q3 2022, buying an estimated $11.7K and bringing the position to 13,650 shares worth $754K. The position accounts for 0.03% of the portfolio, ranked #508.

American Portfolios Advisors first reported a position in DLN in Q4 2017 and has held it in 20 quarters since. The position peaked at $881K in Q1 2022. 310 funds tracked by Wall St. Rank hold DLN as of Q3 2022.

  • American Portfolios Advisors held 13,650 shares of WisdomTree US LargeCap Dividend Fund worth $754K as of Q3 2022.
  • American Portfolios Advisors bought 193 WisdomTree US LargeCap Dividend Fund shares in Q3 2022, an estimated $11.7K.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #508 holding.
  • American Portfolios Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $881K in Q1 2022.
  • 310 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.