BMS Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

BMS Financial 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	$9.4M	Buy	+147,770	New	+$9.17M	6.13%	3

Other funds holding DLN

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BMS Financial Advisors's DLN Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2023: 147,770 shares worth $9.4M. The stake represents 6.13% of the portfolio and ranks #3 among its holdings.

341 funds tracked by Wall St. Rank hold DLN as of Q2 2023.

BMS Financial Advisors held 147,770 shares of WisdomTree US LargeCap Dividend Fund worth $9.4M as of Q2 2023.
WisdomTree US LargeCap Dividend Fund was a new BMS Financial Advisors position in Q2 2023.
WisdomTree US LargeCap Dividend Fund made up 6.13% of BMS Financial Advisors's portfolio in Q2 2023, its #3 holding.
341 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.