Ethos Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Ethos Financial 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
2024 Q3	–	Sell	-3,558	Closed	-$259K	–	306
2024 Q2	$259K	Sell	3,558 -670	-16%	-$47.7K	0.05%	222
2024 Q1	$305K	Sell	4,228 -11,481	-73%	-$788K	0.06%	200
2023 Q4	$1.04M	Sell	15,709 -16,901	-52%	-$1.06M	0.22%	73
2023 Q3	$2.1M	Buy	+32,610	New	+$2.08M	0.54%	45

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ethos Financial Group's DLN Position: Q3 2024 in Review

Ethos Financial Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2024, closing a stake of 3,558 shares — an estimated $259K sold.

Ethos Financial Group first reported a position in DLN in Q3 2023 and held it in 4 quarters. The position peaked at $2.1M in Q3 2023. 377 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

Ethos Financial Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Ethos Financial Group sold 3,558 WisdomTree US LargeCap Dividend Fund shares in Q3 2024, an estimated $259K.
Ethos Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2023 and held it in 4 quarters.
Ethos Financial Group's WisdomTree US LargeCap Dividend Fund position peaked at $2.1M in Q3 2023.
377 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

Based on Ethos Financial Group's 13F filing for Q3 2024, filed 7 Nov 2024.