CCM
DLN icon

Carlson Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Carlson Capital Management’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
Q2 		– Sell
-3,518
Closed -$231K – 174
2022
Q1 		$231K Hold
3,518
– – 0.02% 150
2021
Q4 		$232K Hold
3,518
– – 0.02% 150
2021
Q3 		$210K Hold
3,518
– – 0.02% 156
2021
Q2 		$212K Hold
3,518
– – 0.03% 144
2021
Q1 		$202K Buy
+3,518
New +$193K 0.03% 143
2020
Q1 		– Sell
-5,200
Closed -$275K – 119
2019
Q4 		$275K Hold
5,200
– – 0.06% 94
2019
Q3 		$258K Hold
5,200
– – 0.06% 87
2019
Q2 		$252K Hold
5,200
– – 0.06% 82
2019
Q1 		$245K Buy
+5,200
New +$237K 0.06% 83

Other funds holding DLN

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return