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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

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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

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. 407 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.
  • 407 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.