Bickling Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bickling Financial Services’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
2022 Q4	$415K	Buy	6,698 +39	+0.6%	+$2.38K	0.26%	68
2022 Q3	$368K	Buy	6,659 +123	+2%	+$7.46K	0.25%	74
2022 Q2	$386K	Buy	6,536 +228	+4%	+$14.3K	0.24%	77
2022 Q1	$415K	Buy	6,308 +398	+7%	+$25.8K	0.21%	83
2021 Q4	$390K	Sell	5,910 -346	-6%	-$21.9K	0.19%	87
2021 Q3	$373K	Buy	6,256 +1,780	+40%	+$110K	0.19%	79
2021 Q2	$269K	Buy	4,476 +24	+0.5%	+$1.43K	0.12%	105
2021 Q1	$255K	Buy	4,452 +22	+0.5%	+$1.21K	0.13%	97
2020 Q4	$238K	Buy	+4,430	New	+$227K	0.15%	85

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bickling Financial Services's DLN Position: Q4 2022 in Review

Bickling Financial Services increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.59% in Q4 2022, buying an estimated $2.38K and bringing the position to 6,698 shares worth $415K. The position accounts for 0.26% of the portfolio, ranked #68.

Bickling Financial Services first reported a position in DLN in Q4 2020 and has held it in 9 quarters since. The position peaked at $415K in Q1 2022. 333 funds tracked by Wall St. Rank hold DLN as of Q4 2022.

Bickling Financial Services held 6,698 shares of WisdomTree US LargeCap Dividend Fund worth $415K as of Q4 2022.
Bickling Financial Services bought 39 WisdomTree US LargeCap Dividend Fund shares in Q4 2022, an estimated $2.38K.
WisdomTree US LargeCap Dividend Fund made up 0.26% of Bickling Financial Services's portfolio in Q4 2022, its #68 holding.
Bickling Financial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's WisdomTree US LargeCap Dividend Fund position peaked at $415K in Q1 2022.
333 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.