AWM
DLN icon

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 – 875
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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
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