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Convergence Financial’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Convergence Financial’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
-6,228
Closed -$489K – 162
2024
Q3 		$489K Buy
+6,228
New +$470K 0.1% 89

Other funds holding DLN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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

Convergence Financial's DLN Position: Q4 2024 in Review

Convergence Financial sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2024, closing a stake of 6,228 shares — an estimated $489K sold.

Convergence Financial first reported a position in DLN in Q3 2024 and held it in 1 quarter. The position peaked at $489K in Q3 2024. 406 funds tracked by Wall St. Rank hold DLN as of Q4 2024.

  • Convergence Financial reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Convergence Financial sold 6,228 WisdomTree US LargeCap Dividend Fund shares in Q4 2024, an estimated $489K.
  • Convergence Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Convergence Financial's WisdomTree US LargeCap Dividend Fund position peaked at $489K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.

Based on Convergence Financial's 13F filing for Q4 2024, filed 5 Feb 2025.