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Clear Point Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Clear Point Advisors’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
-586
Closed -$46K – 216
2024
Q3 		$46K Hold
586
– – 0.04% 204
2024
Q2 		$42.6K Hold
586
– – 0.04% 206
2024
Q1 		$42.3K Hold
586
– – 0.03% 213
2023
Q4 		$38.9K Buy
+586
New +$36.8K 0.03% 207

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Clear Point Advisors's DLN Position: Q4 2024 in Review

Clear Point Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2024, closing a stake of 586 shares — an estimated $46K sold.

Clear Point Advisors first reported a position in DLN in Q4 2023 and held it in 4 quarters. The position peaked at $46K in Q3 2024. 407 funds tracked by Wall St. Rank hold DLN as of Q4 2024.

  • Clear Point Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 586 WisdomTree US LargeCap Dividend Fund shares in Q4 2024, an estimated $46K.
  • Clear Point Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $46K in Q3 2024.
  • 407 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.