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Capstone Triton Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Capstone Triton Financial Group’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
2024
Q1 		– Sell
-4,040
Closed -$268K – 103
2023
Q4 		$268K Buy
4,040
+6
+0.1% +$377 0.2% 91
2023
Q3 		$248K Buy
4,034
+235
+6% +$15K 0.18% 95
2023
Q2 		$242K Buy
3,799
+38
+1% +$2.36K 0.17% 92
2023
Q1 		$233K Buy
3,761
+5
+0.1% +$310 0.18% 91
2022
Q4 		$233K Buy
3,756
+96
+3% +$5.86K 0.19% 89
2022
Q3 		$202K Buy
3,660
+205
+6% +$12.4K 0.17% 94
2022
Q2 		$209K Hold
3,455
– – 0.16% 96
2022
Q1 		$220K Sell
3,455
-5
-0.1% -$324 0.15% 96
2021
Q4 		$228K Buy
3,460
+30
+0.9% +$1.9K 0.46% 73
2021
Q3 		$215K Buy
3,430
+48
+1% +$2.96K 0.13% 114
2021
Q2 		$203K Buy
+3,382
New +$202K 0.12% 115

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Morgan Stanley
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Focus Partners Wealth
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Ameriprise
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return