Dixon Hughes Goodman Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 Q1	$47K	Buy	+710	New	+$46K	0.01%	314

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's DLN Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2022: 710 shares worth $47K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings.

305 funds tracked by Wall St. Rank hold DLN as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 710 shares of WisdomTree US LargeCap Dividend Fund worth $47K as of Q1 2022.
WisdomTree US LargeCap Dividend Fund was a new Dixon Hughes Goodman Wealth Advisors position in Q1 2022.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #314 holding.
305 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.