AWM
DLN icon

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

Avior 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
2024
Q1 		– Sell
-180
Closed -$11.9K – 3840
2023
Q4 		$11.9K Buy
+180
New +$11.3K ﹤0.01% 964

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avior Wealth Management's DLN Position: Q1 2024 in Review

Avior Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2024, closing a stake of 180 shares — an estimated $11.9K sold.

Avior Wealth Management first reported a position in DLN in Q4 2023 and held it in 1 quarter. The position peaked at $11.9K in Q4 2023. 372 funds tracked by Wall St. Rank hold DLN as of Q1 2024.

  • Avior Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Avior Wealth Management sold 180 WisdomTree US LargeCap Dividend Fund shares in Q1 2024, an estimated $11.9K.
  • Avior Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and held it in 1 quarter.
  • Avior Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $11.9K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.