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APC
Aspire Private Capital’s
WisdomTree US LargeCap Dividend Fund
DLN
Stock Holding History
Aspire Private Capital’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
2024
Q4
–
Sell
-1,080
Closed
-$84.8K
–
283
2024
Q3
$84.8K
Hold
1,080
–
–
0.02%
205
2024
Q2
$78.6K
Hold
1,080
–
–
0.02%
206
2024
Q1
$78K
Hold
1,080
–
–
0.02%
212
2023
Q4
$71.7K
Hold
1,080
–
–
0.02%
204
2023
Q3
$66.4K
Hold
1,080
–
–
0.02%
193
2023
Q2
$68.7K
Hold
1,080
–
–
0.02%
185
2023
Q1
$66.8K
Hold
1,080
–
–
0.02%
176
2022
Q4
$66.9K
Hold
1,080
–
–
0.02%
170
2022
Q3
$60K
Hold
1,080
–
–
0.02%
169
2022
Q2
$64K
Hold
1,080
–
–
0.02%
170
2022
Q1
$71K
Buy
+1,080
New
+$69.9K
0.02%
173
Other funds holding DLN
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
EWM
Evercore Wealth Management
New York
$6.36B AUM
20.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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