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

Domani Wealth’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 Q2	–	Sell	-4,994	Closed	-$286K	–	123
2021 Q1	$286K	Sell	4,994 -760	-13%	-$41.8K	0.06%	110
2020 Q4	$309K	Hold	5,754	–	–	0.06%	97
2020 Q3	$279K	Hold	5,754	–	–	0.06%	101
2020 Q2	$267K	Hold	5,754	–	–	0.06%	105
2020 Q1	$233K	Sell	5,754 -800	-12%	-$39.2K	0.06%	114
2019 Q4	$347K	Hold	6,554	–	–	0.11%	84
2019 Q3	$325K	Sell	6,554 -2,500	-28%	-$122K	0.12%	81
2019 Q2	$439K	Hold	9,054	–	–	0.16%	63
2019 Q1	$427K	Hold	9,054	–	–	0.17%	64
2018 Q4	$382K	Sell	9,054 -1,300	-13%	-$58.9K	0.18%	66
2018 Q3	$494K	Sell	10,354 -400	-4%	-$18.8K	0.21%	56
2018 Q2	$483K	Sell	10,754 -400	-4%	-$18K	0.22%	58
2018 Q1	$494K	Hold	11,154	–	–	0.21%	56
2017 Q4	$514K	Sell	11,154 -400	-3%	-$17.9K	0.23%	56
2017 Q3	$502K	Sell	11,554 -600	-5%	-$25.6K	0.22%	58
2017 Q2	$511K	Sell	12,154 -600	-5%	-$25.1K	0.21%	59
2017 Q1	$529K	Sell	12,754 -1,000	-7%	-$41K	0.21%	59
2016 Q4	$549K	Sell	13,754 -1,200	-8%	-$46.5K	0.22%	59
2016 Q3	$576K	Buy	+14,954	New	+$577K	0.22%	62

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Domani Wealth's DLN Position: Q2 2021 in Review

Domani Wealth sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2021, closing a stake of 4,994 shares — an estimated $286K sold.

Domani Wealth first reported a position in DLN in Q3 2016 and held it in 19 quarters. The position peaked at $576K in Q3 2016. 254 funds tracked by Wall St. Rank hold DLN as of Q2 2021.

Domani Wealth reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Domani Wealth sold 4,994 WisdomTree US LargeCap Dividend Fund shares in Q2 2021, an estimated $286K.
Domani Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2016 and held it in 19 quarters.
Domani Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $576K in Q3 2016.
254 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2021.

Based on Domani Wealth's 13F filing for Q2 2021, filed 22 Jul 2021.