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

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capstone Triton Financial Group's DLN Position: Q1 2024 in Review

Capstone Triton Financial Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2024, closing a stake of 4,040 shares — an estimated $268K sold.

Capstone Triton Financial Group first reported a position in DLN in Q2 2021 and held it in 11 quarters. The position peaked at $268K in Q4 2023. 372 funds tracked by Wall St. Rank hold DLN as of Q1 2024.

Capstone Triton Financial Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
Capstone Triton Financial Group sold 4,040 WisdomTree US LargeCap Dividend Fund shares in Q1 2024, an estimated $268K.
Capstone Triton Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2021 and held it in 11 quarters.
Capstone Triton Financial Group's WisdomTree US LargeCap Dividend Fund position peaked at $268K in Q4 2023.
372 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2024.

Based on Capstone Triton Financial Group's 13F filing for Q1 2024, filed 19 Apr 2024.