Aspire Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Aspire Wealth Management’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	–	Sell	-216	Closed	-$13.4K	–	191
2022 Q4	$13.4K	Hold	216	–	–	0.01%	150
2022 Q3	$12K	Hold	216	–	–	0.01%	140
2022 Q2	$13K	Buy	216 +1	+0.5%	+$63	0.01%	142
2022 Q1	$14K	Buy	215 +1	+0.5%	+$65	0.01%	141
2021 Q4	$14K	Buy	+214	New	+$13.5K	0.01%	146

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aspire Wealth Management's DLN Position: Q1 2023 in Review

Aspire Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2023, closing a stake of 216 shares — an estimated $13.4K sold.

Aspire Wealth Management first reported a position in DLN in Q4 2021 and held it in 5 quarters. The position peaked at $14K in Q1 2022. 338 funds tracked by Wall St. Rank hold DLN as of Q1 2023.

Aspire Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
Aspire Wealth Management sold 216 WisdomTree US LargeCap Dividend Fund shares in Q1 2023, an estimated $13.4K.
Aspire Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and held it in 5 quarters.
Aspire Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $14K in Q1 2022.
338 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2023.

Based on Aspire Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.