CG
DLN icon

Cutler Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cutler Group’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
2021
Q4 		– Sell
-1,800
Closed -$114K – 5562
2021
Q3 		$107K Buy
+1,800
New +$111K 0.01% 1857
2020
Q2 		– Sell
-1,998
Closed -$80K – 4561
2020
Q1 		$80K Sell
1,998
-3,400
-63% -$167K 0.01% 1459
2019
Q4 		$285K Buy
+5,398
New +$275K 0.02% 665
2018
Q2 		– Sell
-400
Closed -$17K – 4394
2018
Q1 		$17K Buy
+400
New +$18.4K ﹤0.01% 2392
2017
Q1 		– Sell
-600
Closed -$23K – 6591
2016
Q4 		$23K Hold
600
– – ﹤0.01% 3313
2016
Q3 		$23K Buy
+600
New +$23.2K ﹤0.01% 3274

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $564B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return