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	–	5488
2021 Q3	$107K	Buy	+1,800	New	+$111K	﹤0.01%	1857
2020 Q2	–	Sell	-1,998	Closed	-$80K	–	4464
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	–	4320
2018 Q1	$17K	Buy	+400	New	+$18.4K	﹤0.01%	2392
2017 Q1	–	Sell	-600	Closed	-$23K	–	6526
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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Cutler Group's DLN Position: Q4 2021 in Review

Cutler Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2021, closing a stake of 1,800 shares — an estimated $114K sold.

Cutler Group first reported a position in DLN in Q3 2016 and held it in 6 quarters. The position peaked at $285K in Q4 2019. 288 funds tracked by Wall St. Rank hold DLN as of Q4 2021.

Cutler Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Cutler Group sold 1,800 WisdomTree US LargeCap Dividend Fund shares in Q4 2021, an estimated $114K.
Cutler Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2016 and held it in 6 quarters.
Cutler Group's WisdomTree US LargeCap Dividend Fund position peaked at $285K in Q4 2019.
288 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2021.

Based on Cutler Group's 13F filing for Q4 2021, filed 18 Jan 2022.