BU
DLN icon

BBVA USA’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

BBVA USA’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
Q3 		$1K Hold
22
– – ﹤0.01% 947
2021
Q2 		$1K Buy
+22
New +$1.31K ﹤0.01% 988

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B 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

BBVA USA's DLN Position: Q3 2021 in Review

BBVA USA held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2021 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

BBVA USA first reported a position in DLN in Q2 2021 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold DLN as of Q3 2021.

  • BBVA USA held 22 shares of WisdomTree US LargeCap Dividend Fund worth $1K as of Q3 2021.
  • BBVA USA left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2021.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of BBVA USA's portfolio in Q3 2021, its #947 holding.
  • BBVA USA first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2021 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2021.

Based on BBVA USA's 13F filing for Q3 2021, filed 4 Nov 2021.