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
2022 Q4	–	Sell	-1,000	Closed	-$10K	–	4550
2022 Q3	$10K	Hold	1,000	–	–	﹤0.01%	3120
2022 Q2	$6K	Hold	1,000	–	–	﹤0.01%	3559
2022 Q1	$2K	Buy	+1,000	New	+$64.8K	﹤0.01%	4639
2018 Q2	–	Sell	-1,000	Closed	-$1K	–	4321
2018 Q1	$1K	Buy	+1,000	New	+$46.1K	﹤0.01%	4011

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.