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

Baker Tilly 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 Q3	–	Sell	-3,207	Closed	-$204K	–	488
2023 Q2	$204K	Buy	+3,207	New	+$199K	0.02%	523
2021 Q3	–	Sell	-3,974	Closed	-$239K	–	505
2021 Q2	$239K	Hold	3,974	–	–	0.04%	443
2021 Q1	$228K	Hold	3,974	–	–	0.05%	426
2020 Q4	$214K	Buy	+3,974	New	+$203K	0.07%	306

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Baker Tilly Wealth Management's DLN Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2023, closing a stake of 3,207 shares — an estimated $204K sold.

Baker Tilly Wealth Management first reported a position in DLN in Q4 2020 and held it in 4 quarters. The position peaked at $239K in Q2 2021. 339 funds tracked by Wall St. Rank hold DLN as of Q3 2023.

Baker Tilly Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 3,207 WisdomTree US LargeCap Dividend Fund shares in Q3 2023, an estimated $204K.
Baker Tilly Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and held it in 4 quarters.
Baker Tilly Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $239K in Q2 2021.
339 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.