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

Axxcess 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 Q4	–	Sell	-5,446	Closed	-$428K	–	874
2024 Q3	$428K	Hold	5,446	–	–	0.01%	586
2024 Q2	$396K	Hold	5,446	–	–	0.01%	579
2024 Q1	$393K	Hold	5,446	–	–	0.01%	597
2023 Q4	$362K	Sell	5,446 -97	-2%	-$6.09K	0.01%	593
2023 Q3	$341K	Buy	5,543 +1	+0%	+$64	0.01%	568
2023 Q2	$352K	Sell	5,542 -14	-0.3%	-$869	0.03%	419
2023 Q1	$344K	Sell	5,556 -1,525	-22%	-$94.7K	0.03%	449
2022 Q4	$439K	Sell	7,081 -2,115	-23%	-$129K	0.04%	383
2022 Q3	$508K	Buy	9,196 +1,600	+21%	+$97K	0.05%	315
2022 Q2	$449K	Hold	7,596	–	–	0.04%	327
2022 Q1	$499K	Hold	7,596	–	–	0.04%	359
2021 Q4	$502K	Buy	+7,596	New	+$481K	0.04%	358

Other funds holding DLN

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Axxcess Wealth Management's DLN Position: Q4 2024 in Review

Axxcess Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2024, closing a stake of 5,446 shares — an estimated $428K sold.

Axxcess Wealth Management first reported a position in DLN in Q4 2021 and held it in 12 quarters. The position peaked at $508K in Q3 2022. 407 funds tracked by Wall St. Rank hold DLN as of Q4 2024.

Axxcess Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Axxcess Wealth Management sold 5,446 WisdomTree US LargeCap Dividend Fund shares in Q4 2024, an estimated $428K.
Axxcess Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and held it in 12 quarters.
Axxcess Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $508K in Q3 2022.
407 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.