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Arden Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Arden Trust’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
Q2 		– Sell
-7,214
Closed -$292K – 431
2020
Q1 		$292K Sell
7,214
-392
-5% -$19.2K 0.06% 231
2019
Q4 		$403K Hold
7,606
– – 0.06% 241
2019
Q3 		$377K Sell
7,606
-900
-11% -$43.9K 0.06% 248
2019
Q2 		$412K Sell
8,506
-34
-0.4% -$1.62K 0.07% 232
2019
Q1 		$402K Hold
8,540
– – 0.06% 245
2018
Q4 		$360K Sell
8,540
-1,362
-14% -$61.7K 0.06% 242
2018
Q3 		$472K Hold
9,902
– – 0.07% 232
2018
Q2 		$445K Sell
9,902
-186
-2% -$8.35K 0.07% 231
2018
Q1 		$447K Sell
10,088
-554
-5% -$25.5K 0.07% 236
2017
Q4 		$490K Sell
10,642
-136
-1% -$6.1K 0.07% 216
2017
Q3 		$468K Sell
10,778
-1,380
-11% -$58.8K 0.07% 237
2017
Q2 		$511K Sell
12,158
-720
-6% -$30.1K 0.08% 233
2017
Q1 		$534K Sell
12,878
-196
-1% -$8.03K 0.08% 218
2016
Q4 		$522K Buy
13,074
+1,902
+17% +$73.7K 0.08% 230
2016
Q3 		$430K Buy
+11,172
New +$431K 0.07% 234
2015
Q1 		– Sell
-8,190
Closed -$304K – 430
2014
Q4 		$304K Sell
8,190
-28
-0.3% -$1.02K 0.04% 277
2014
Q3 		$292K Sell
8,218
-96
-1% -$3.42K 0.04% 284
2014
Q2 		$294K Sell
8,314
-2,182
-21% -$75.3K 0.04% 269
2014
Q1 		$355K Buy
10,496
+2,428
+30% +$79.7K 0.04% 263
2013
Q4 		$268K Buy
8,068
+1,110
+16% +$35.7K 0.03% 277
2013
Q3 		$213K Buy
+6,958
New +$215K 0.03% 295

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $171B AUM 24.68% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Arden Trust's DLN Position: Q2 2020 in Review

Arden Trust sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2020, closing a stake of 7,214 shares — an estimated $292K sold.

Arden Trust first reported a position in DLN in Q3 2013 and held it in 21 quarters. The position peaked at $534K in Q1 2017. 220 funds tracked by Wall St. Rank hold DLN as of Q2 2020.

  • Arden Trust reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 7,214 WisdomTree US LargeCap Dividend Fund shares in Q2 2020, an estimated $292K.
  • Arden Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2013 and held it in 21 quarters.
  • Arden Trust's WisdomTree US LargeCap Dividend Fund position peaked at $534K in Q1 2017.
  • 220 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.