Evergreen Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Evergreen Capital 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
2022 Q2	–	Sell	-18,530	Closed	-$1.22M	–	601
2022 Q1	$1.22M	Buy	18,530 +78	+0.4%	+$5.05K	0.05%	264
2021 Q4	$1.22M	Buy	18,452 +116	+0.6%	+$7.34K	0.05%	259
2021 Q3	$1.09M	Buy	18,336 +100	+0.5%	+$6.16K	0.05%	268
2021 Q2	$1.1M	Buy	18,236 +102	+0.6%	+$6.08K	0.05%	257
2021 Q1	$1.04M	Buy	18,134 +90	+0.5%	+$4.95K	0.05%	254
2020 Q4	$970K	Buy	18,044 +144	+0.8%	+$7.37K	0.06%	227
2020 Q3	$868K	Buy	17,900 +114	+0.6%	+$5.54K	0.06%	212
2020 Q2	$826K	Buy	+17,786	New	+$800K	0.06%	203

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Evergreen Capital Management's DLN Position: Q2 2022 in Review

Evergreen Capital Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2022, closing a stake of 18,530 shares — an estimated $1.22M sold.

Evergreen Capital Management first reported a position in DLN in Q2 2020 and held it in 8 quarters. The position peaked at $1.22M in Q4 2021. 323 funds tracked by Wall St. Rank hold DLN as of Q2 2022.

Evergreen Capital Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Evergreen Capital Management sold 18,530 WisdomTree US LargeCap Dividend Fund shares in Q2 2022, an estimated $1.22M.
Evergreen Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2020 and held it in 8 quarters.
Evergreen Capital Management's WisdomTree US LargeCap Dividend Fund position peaked at $1.22M in Q4 2021.
323 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2022.

Based on Evergreen Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.