Coulter & Justus Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Coulter & Justus Financial Services’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	$722K	Buy	+10,000	New	+$687K	0.16%	56
2023 Q4	–	Sell	-4,105	Closed	-$252K	–	44
2023 Q3	$252K	Sell	4,105 -405	-9%	-$25.8K	0.18%	34
2023 Q2	$287K	Hold	4,510	–	–	0.19%	34
2023 Q1	$279K	Hold	4,510	–	–	0.18%	39
2022 Q4	$279K	Hold	4,510	–	–	0.19%	41
2022 Q3	$249K	Hold	4,510	–	–	0.19%	39
2022 Q2	$267K	Buy	+4,510	New	+$284K	0.21%	40
2022 Q1	–	Sell	-6,252	Closed	-$413K	–	27
2021 Q4	$413K	Buy	+6,252	New	+$396K	0.32%	32

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Coulter & Justus Financial Services's DLN Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2024: 10,000 shares worth $722K. The stake represents 0.16% of the portfolio and ranks #56 among its holdings. This is a return to the name: Coulter & Justus Financial Services previously reported a position in DLN as recently as Q3 2023.

Coulter & Justus Financial Services first reported a position in DLN in Q4 2021 and has held it in 8 quarters since. 371 funds tracked by Wall St. Rank hold DLN as of Q1 2024.

Coulter & Justus Financial Services held 10,000 shares of WisdomTree US LargeCap Dividend Fund worth $722K as of Q1 2024.
WisdomTree US LargeCap Dividend Fund was a new Coulter & Justus Financial Services position in Q1 2024.
WisdomTree US LargeCap Dividend Fund made up 0.16% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #56 holding.
Coulter & Justus Financial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 8 quarters since.
371 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.