B. Riley Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

B. Riley 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
2022 Q2	$623	Sell	10,536 -214	-2%	-$13.5K	﹤0.01%	370
2022 Q1	$706K	Buy	10,750 +1,304	+14%	+$84.4K	0.05%	265
2021 Q4	$624K	Buy	9,446 +214	+2%	+$13.5K	0.04%	300
2021 Q3	$551K	Buy	9,232 +660	+8%	+$40.7K	0.04%	314
2021 Q2	$516K	Buy	8,572 +584	+7%	+$34.8K	0.06%	231
2021 Q1	$458K	Buy	+7,988	New	+$439K	0.05%	234
2020 Q4	–	Sell	-8,874	Closed	-$431K	–	411
2020 Q3	$431K	Buy	8,874 +3,078	+53%	+$150K	0.05%	249
2020 Q2	$269K	Buy	+5,796	New	+$261K	0.03%	322

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

B. Riley Wealth Management's DLN Position: Q2 2022 in Review

B. Riley Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2% in Q2 2022, selling an estimated $13.5K and leaving 10,536 shares worth $623. The position accounts for ﹤0.01% of the portfolio, ranked #370.

B. Riley Wealth Management first reported a position in DLN in Q2 2020 and has held it in 8 quarters since. The position peaked at $706K in Q1 2022. 324 funds tracked by Wall St. Rank hold DLN as of Q2 2022.

B. Riley Wealth Management held 10,536 shares of WisdomTree US LargeCap Dividend Fund worth $623 as of Q2 2022.
B. Riley Wealth Management sold 214 WisdomTree US LargeCap Dividend Fund shares in Q2 2022, an estimated $13.5K.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #370 holding.
B. Riley Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2020 and has held it in 8 quarters since.
B. Riley Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $706K in Q1 2022.
324 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.