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Cetera Advisor Networks’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cetera Advisor Networks’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 		$19.2M Buy
266,561
+16,370
+7% +$1.12M 0.1% 237
2023
Q4 		$16.6M Buy
250,191
+5,092
+2% +$320K 0.09% 227
2023
Q3 		$15.1M Buy
245,099
+26,152
+12% +$1.67M 0.1% 218
2023
Q2 		$13.9M Buy
218,947
+28,650
+15% +$1.78M 0.1% 215
2023
Q1 		$11.8M Buy
190,297
+2,637
+1% +$164K 0.09% 252
2022
Q4 		$11.6M Buy
187,660
+15,956
+9% +$974K 0.09% 246
2022
Q3 		$9.49M Buy
171,704
+8,866
+5% +$538K 0.12% 192
2022
Q2 		$9.62M Buy
162,838
+10,747
+7% +$676K 0.12% 187
2022
Q1 		$9.99M Buy
152,091
+5,282
+4% +$342K 0.12% 180
2021
Q4 		$9.7M Buy
146,809
+2,563
+2% +$162K 0.12% 187
2021
Q3 		$8.6M Buy
144,246
+10,732
+8% +$661K 0.12% 183
2021
Q2 		$8.03M Buy
133,514
+46,054
+53% +$2.75M 0.11% 190
2021
Q1 		$5.01M Buy
87,460
+4,044
+5% +$222K 0.11% 192
2020
Q4 		$4.48M Sell
83,416
-80
-0.1% -$4.09K 0.1% 191
2020
Q3 		$4.05M Sell
83,496
-11,540
-12% -$561K 0.11% 188
2020
Q2 		$4.41M Buy
95,036
+3,666
+4% +$165K 0.12% 177
2020
Q1 		$3.7M Buy
91,370
+8,988
+11% +$440K 0.12% 175
2019
Q4 		$4.36M Buy
82,382
+11,672
+17% +$595K 0.12% 169
2019
Q3 		$3.5M Buy
70,710
+7,700
+12% +$375K 0.11% 185
2019
Q2 		$3.06M Buy
63,010
+3,790
+6% +$181K 0.09% 197
2019
Q1 		$2.79M Buy
59,220
+39,120
+195% +$1.78M 0.09% 203
2018
Q4 		$848K Buy
20,100
+2,698
+16% +$122K 0.03% 418
2018
Q3 		$831K Buy
+17,402
New +$816K 0.03% 469
2018
Q2 		– Sell
-16,898
Closed -$748K – 863
2018
Q1 		$748K Sell
16,898
-1,940
-10% -$89.4K 0.03% 392
2017
Q4 		$866K Buy
18,838
+1,310
+7% +$58.7K 0.04% 408
2017
Q3 		$760K Sell
17,528
-128
-0.7% -$5.45K 0.03% 408
2017
Q2 		$744K Sell
17,656
-580
-3% -$24.2K 0.04% 401
2017
Q1 		$757K Sell
18,236
-1,254
-6% -$51.4K 0.04% 379
2016
Q4 		$778K Sell
19,490
-5,038
-21% -$195K 0.04% 354
2016
Q3 		$944K Sell
24,528
-1,960
-7% -$75.7K 0.04% 395
2016
Q2 		$1M Sell
26,488
-3,690
-12% -$137K 0.06% 292
2016
Q1 		$1.11M Sell
30,178
-46,266
-61% -$1.61M 0.07% 259
2015
Q4 		$2.71M Buy
76,444
+2,754
+4% +$98.6K 0.17% 134
2015
Q3 		$2.48M Sell
73,690
-6,900
-9% -$244K 0.17% 137
2015
Q2 		$2.96M Hold
80,590
– – 0.19% 119
2015
Q1 		$2.96M Buy
80,590
+3,672
+5% +$136K 0.19% 118
2014
Q4 		$2.85M Buy
76,918
+6,722
+10% +$244K 0.2% 112
2014
Q3 		$2.5M Sell
70,196
-9,490
-12% -$338K 0.17% 127
2014
Q2 		$2.82M Buy
79,686
+2,026
+3% +$69.9K 0.19% 126
2014
Q1 		$2.63M Buy
77,660
+3,546
+5% +$116K 0.19% 127
2013
Q4 		$2.47M Buy
74,114
+17,668
+31% +$568K 0.19% 120
2013
Q3 		$1.73M Buy
56,446
+10,678
+23% +$329K 0.15% 143
2013
Q2 		$1.37M Buy
+45,768
New +$1.38M 0.14% 159

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Advisor Networks's DLN Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 6.5% in Q1 2024, buying an estimated $1.12M and bringing the position to 266,561 shares worth $19.2M. The position accounts for 0.1% of the portfolio, ranked #237.

Cetera Advisor Networks first reported a position in DLN in Q2 2013 and has held it in 43 quarters since. 371 funds tracked by Wall St. Rank hold DLN as of Q1 2024.

  • Cetera Advisor Networks held 266,561 shares of WisdomTree US LargeCap Dividend Fund worth $19.2M as of Q1 2024.
  • Cetera Advisor Networks bought 16,370 WisdomTree US LargeCap Dividend Fund shares in Q1 2024, an estimated $1.12M.
  • WisdomTree US LargeCap Dividend Fund made up 0.1% of Cetera Advisor Networks's portfolio in Q1 2024, its #237 holding.
  • Cetera Advisor Networks first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 43 quarters since.
  • 371 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.