Dakota Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Dakota Wealth Management’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
2023 Q2	–	Sell	-15,461	Closed	-$956K	–	652
2023 Q1	$956K	Hold	15,461	–	–	0.06%	239
2022 Q4	$958K	Buy	15,461 +395	+3%	+$24.1K	0.07%	228
2022 Q3	$833K	Buy	15,066 +2,180	+17%	+$132K	0.07%	240
2022 Q2	$762K	Hold	12,886	–	–	0.07%	218
2022 Q1	$847K	Buy	+12,886	New	+$834K	0.07%	214

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Dakota Wealth Management's DLN Position: Q2 2023 in Review

Dakota Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2023, closing a stake of 15,461 shares — an estimated $956K sold.

Dakota Wealth Management first reported a position in DLN in Q1 2022 and held it in 5 quarters. The position peaked at $958K in Q4 2022. 342 funds tracked by Wall St. Rank hold DLN as of Q2 2023.

Dakota Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Dakota Wealth Management sold 15,461 WisdomTree US LargeCap Dividend Fund shares in Q2 2023, an estimated $956K.
Dakota Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2022 and held it in 5 quarters.
Dakota Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $958K in Q4 2022.
342 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2023.

Based on Dakota Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.