Capital Directions Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Capital Directions Investment 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
2022 Q4	$21.7K	Buy	+350	New	+$21.4K	0.01%	170
2022 Q3	–	Sell	-350	Closed	-$21.2K	–	160
2022 Q2	$21K	Hold	350	–	–	0.01%	172
2022 Q1	$23K	Buy	+350	New	+$22.7K	0.01%	189
2021 Q4	–	Sell	-350	Closed	-$21K	–	101
2021 Q3	$21K	Buy	+350	New	+$21.6K	0.01%	191

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

Capital Directions Investment Advisors's DLN Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2022: 350 shares worth $21.7K. The stake represents 0.01% of the portfolio and ranks #170 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in DLN as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in DLN in Q3 2021 and has held it in 4 quarters since. The position peaked at $23K in Q1 2022. 333 funds tracked by Wall St. Rank hold DLN as of Q4 2022.

Capital Directions Investment Advisors held 350 shares of WisdomTree US LargeCap Dividend Fund worth $21.7K as of Q4 2022.
WisdomTree US LargeCap Dividend Fund was a new Capital Directions Investment Advisors position in Q4 2022.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #170 holding.
Capital Directions Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and has held it in 4 quarters since.
Capital Directions Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $23K in Q1 2022.
333 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.