BW
DLN icon

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

Bison Wealth’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
Q2 		– Sell
-234
Closed -$13K – 466
2021
Q1 		$13K Hold
234
– – 0.01% 399
2020
Q4 		$13K Hold
234
– – 0.01% 350
2020
Q3 		$11K Hold
234
– – 0.01% 314
2020
Q2 		$11K Sell
234
-60
-20% -$2.7K 0.01% 308
2020
Q1 		$12K Hold
294
– – 0.01% 287
2019
Q4 		$16K Buy
+294
New +$15K 0.01% 340

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
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $564B 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