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BerganKDV Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

BerganKDV Wealth Management’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 		$14.9K Hold
234
– – ﹤0.01% 517
2023
Q1 		$14.5K Hold
234
– – ﹤0.01% 549
2022
Q4 		$14.5K Hold
234
– – ﹤0.01% 527
2022
Q3 		$13K Buy
+234
New +$14.2K ﹤0.01% 537

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BerganKDV Wealth Management's DLN Position: Q2 2023 in Review

BerganKDV Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2023 at 234 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

BerganKDV Wealth Management first reported a position in DLN in Q3 2022 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold DLN as of Q2 2023.

  • BerganKDV Wealth Management held 234 shares of WisdomTree US LargeCap Dividend Fund worth $14.9K as of Q2 2023.
  • BerganKDV Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2023.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #517 holding.
  • BerganKDV Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2022 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.