Barclays
DLN icon

Barclays’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Barclays’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
2021
Q4 		– Sell
-2,776
Closed -$166K – 4230
2021
Q3 		$166K Sell
2,776
-3,736
-57% -$230K ﹤0.01% 3706
2021
Q2 		$392K Buy
+6,512
New +$388K ﹤0.01% 3207
2019
Q2 		– Sell
-66
Closed -$3K – 6991
2019
Q1 		$3K Hold
66
– – ﹤0.01% 6790
2018
Q4 		$3K Hold
66
– – ﹤0.01% 6598
2018
Q3 		$3K Hold
66
– – ﹤0.01% 6876
2018
Q2 		$3K Hold
66
– – ﹤0.01% 6774
2018
Q1 		$3K Hold
66
– – ﹤0.01% 6850
2017
Q4 		$3K Hold
66
– – ﹤0.01% 6726
2017
Q3 		$3K Hold
66
– – ﹤0.01% 6570
2017
Q2 		$3K Hold
66
– – ﹤0.01% 6334
2017
Q1 		$3K Buy
+66
New +$2.71K ﹤0.01% 6381

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return