Cary Street Partners Investment Advisory’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-3,931	Closed	-$309K	–	562
2024 Q3	$309K	Hold	3,931	–	–	0.01%	620
2024 Q2	$286K	Hold	3,931	–	–	0.01%	611
2024 Q1	$284K	Buy	3,931 +1	+0%	+$69	0.01%	573
2023 Q4	$261K	Hold	3,930	–	–	0.01%	555
2023 Q3	$242K	Buy	3,930 +1,209	+44%	+$77.2K	0.01%	512
2023 Q2	$173K	Buy	2,721 +450	+20%	+$27.9K	0.01%	546
2023 Q1	$140K	Hold	2,271	–	–	0.01%	539
2022 Q4	$141K	Buy	+2,271	New	+$139K	0.01%	526
2020 Q4	–	Sell	-1,980	Closed	-$96K	–	476
2020 Q3	$96K	Buy	+1,980	New	+$96.2K	0.02%	383

Other funds holding DLN

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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 $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cary Street Partners Investment Advisory's DLN Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2024, closing a stake of 3,931 shares — an estimated $309K sold.

Cary Street Partners Investment Advisory first reported a position in DLN in Q3 2020 and held it in 9 quarters. The position peaked at $309K in Q3 2024. 407 funds tracked by Wall St. Rank hold DLN as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 3,931 WisdomTree US LargeCap Dividend Fund shares in Q4 2024, an estimated $309K.
Cary Street Partners Investment Advisory first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2020 and held it in 9 quarters.
Cary Street Partners Investment Advisory's WisdomTree US LargeCap Dividend Fund position peaked at $309K in Q3 2024.
407 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.