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ETFidea’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

ETFidea’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
2024
Q2 		– Sell
-3,264
Closed -$236K – 112
2024
Q1 		$236K Sell
3,264
-96
-3% -$6.59K 0.08% 105
2023
Q4 		$223K Sell
3,360
-190
-5% -$11.9K 0.08% 101
2023
Q3 		$218K Hold
3,550
– – 0.09% 102
2023
Q2 		$226K Hold
3,550
– – 0.09% 103
2023
Q1 		$220K Hold
3,550
– – 0.1% 101
2022
Q4 		$220K Buy
+3,550
New +$217K 0.1% 99
2022
Q3 		– Sell
-3,600
Closed -$213K – 103
2022
Q2 		$213K Hold
3,600
– – 0.11% 100
2022
Q1 		$237K Sell
3,600
-1,146
-24% -$74.2K 0.1% 100
2021
Q4 		$313K Buy
+4,746
New +$300K 0.13% 90

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

ETFidea's DLN Position: Q2 2024 in Review

ETFidea sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2024, closing a stake of 3,264 shares — an estimated $236K sold.

ETFidea first reported a position in DLN in Q4 2021 and held it in 9 quarters. The position peaked at $313K in Q4 2021. 364 funds tracked by Wall St. Rank hold DLN as of Q2 2024.

  • ETFidea reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • ETFidea sold 3,264 WisdomTree US LargeCap Dividend Fund shares in Q2 2024, an estimated $236K.
  • ETFidea first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and held it in 9 quarters.
  • ETFidea's WisdomTree US LargeCap Dividend Fund position peaked at $313K in Q4 2021.
  • 364 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2024.

Based on ETFidea's 13F filing for Q2 2024, filed 13 Aug 2024.