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	–	6990
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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barclays's DLN Position: Q4 2021 in Review

Barclays sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2021, closing a stake of 2,776 shares — an estimated $166K sold.

Barclays first reported a position in DLN in Q1 2017 and held it in 11 quarters. The position peaked at $392K in Q2 2021. 288 funds tracked by Wall St. Rank hold DLN as of Q4 2021.

Barclays reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Barclays sold 2,776 WisdomTree US LargeCap Dividend Fund shares in Q4 2021, an estimated $166K.
Barclays first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2017 and held it in 11 quarters.
Barclays's WisdomTree US LargeCap Dividend Fund position peaked at $392K in Q2 2021.
288 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.