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Archer Investment Corporation’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Archer Investment Corporation’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
2020
Q3 		– Sell
-136
Closed -$6.32K – 658
2020
Q2 		$6.32K Buy
+136
New +$6.12K ﹤0.01% 477

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Bank of America
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GW
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Archer Investment Corporation's DLN Position: Q3 2020 in Review

Archer Investment Corporation sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2020, closing a stake of 136 shares — an estimated $6.32K sold.

Archer Investment Corporation first reported a position in DLN in Q2 2020 and held it in 1 quarter. The position peaked at $6.32K in Q2 2020. 218 funds tracked by Wall St. Rank hold DLN as of Q3 2020.

  • Archer Investment Corporation reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Archer Investment Corporation sold 136 WisdomTree US LargeCap Dividend Fund shares in Q3 2020, an estimated $6.32K.
  • Archer Investment Corporation first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2020 and held it in 1 quarter.
  • Archer Investment Corporation's WisdomTree US LargeCap Dividend Fund position peaked at $6.32K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2020.

Based on Archer Investment Corporation's 13F filing for Q3 2020, filed 13 Nov 2020.