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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 $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 22.96% 1-Year Est. Return

Bison Wealth's DLN Position: Q2 2021 in Review

Bison Wealth sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2021, closing a stake of 234 shares — an estimated $13K sold.

Bison Wealth first reported a position in DLN in Q4 2019 and held it in 6 quarters. The position peaked at $16K in Q4 2019. 254 funds tracked by Wall St. Rank hold DLN as of Q2 2021.

  • Bison Wealth reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • Bison Wealth sold 234 WisdomTree US LargeCap Dividend Fund shares in Q2 2021, an estimated $13K.
  • Bison Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and held it in 6 quarters.
  • Bison Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $16K in Q4 2019.
  • 254 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2021.

Based on Bison Wealth's 13F filing for Q2 2021, filed 2 Aug 2021.