BDO Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

BDO Wealth Advisors’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 Q2	$343K	Hold	5,386	–	–	0.04%	202
2023 Q1	$333K	Hold	5,386	–	–	0.04%	194
2022 Q4	$334K	Hold	5,386	–	–	0.04%	211
2022 Q3	$298K	Hold	5,386	–	–	0.04%	212
2022 Q2	$318K	Buy	5,386 +910	+20%	+$57.2K	0.04%	207
2022 Q1	$294K	Hold	4,476	–	–	0.03%	221
2021 Q4	$296K	Hold	4,476	–	–	0.03%	234
2021 Q3	$267K	Hold	4,476	–	–	0.03%	243
2021 Q2	$269K	Hold	4,476	–	–	0.03%	250
2021 Q1	$257K	Buy	+4,476	New	+$246K	0.03%	250
2019 Q1	–	Sell	-394	Closed	-$17K	–	620
2018 Q4	$17K	Buy	394 +4	+1%	+$181	0.01%	362
2018 Q3	$19K	Buy	390 +2	+0.5%	+$94	0.01%	386
2018 Q2	$17K	Buy	388 +2	+0.5%	+$90	0.01%	396
2018 Q1	$17K	Buy	+386	New	+$17.8K	0.01%	345
2017 Q3	–	Sell	-378	Closed	-$16K	–	464
2017 Q2	$16K	Buy	+378	New	+$15.8K	0.01%	323

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

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

BDO Wealth Advisors's DLN Position: Q2 2023 in Review

BDO Wealth Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2023 at 5,386 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #202.

BDO Wealth Advisors first reported a position in DLN in Q2 2017 and has held it in 15 quarters since. 342 funds tracked by Wall St. Rank hold DLN as of Q2 2023.

BDO Wealth Advisors held 5,386 shares of WisdomTree US LargeCap Dividend Fund worth $343K as of Q2 2023.
BDO Wealth Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2023.
WisdomTree US LargeCap Dividend Fund made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #202 holding.
BDO Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2017 and has held it in 15 quarters since.
342 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.