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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
2016
Q2 		– Sell
-600
Closed -$1K – 6749
2016
Q1 		$1K Buy
+600
New +$20.8K ﹤0.01% 5933

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Mirae Asset Global Investments
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.