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Baldwin Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Baldwin Wealth Partners’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
-132
Closed -$8.39K – 764
2023
Q2 		$8.39K Hold
132
– – ﹤0.01% 605
2023
Q1 		$8.17K Buy
+132
New +$8.19K ﹤0.01% 633

Other funds holding DLN

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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
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Baldwin Wealth Partners's DLN Position: Q3 2023 in Review

Baldwin Wealth Partners sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2023, closing a stake of 132 shares — an estimated $8.39K sold.

Baldwin Wealth Partners first reported a position in DLN in Q1 2023 and held it in 2 quarters. The position peaked at $8.39K in Q2 2023. 339 funds tracked by Wall St. Rank hold DLN as of Q3 2023.

  • Baldwin Wealth Partners reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 132 WisdomTree US LargeCap Dividend Fund shares in Q3 2023, an estimated $8.39K.
  • Baldwin Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and held it in 2 quarters.
  • Baldwin Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $8.39K in Q2 2023.
  • 339 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2023.

Based on Baldwin Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.