Financial Architects (New Jersey)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-1,104	Closed	-$51K	–	396
2020 Q2	$51K	Hold	1,104	–	–	0.01%	416
2020 Q1	$45K	Hold	1,104	–	–	0.01%	398
2019 Q4	$58K	Hold	1,104	–	–	0.01%	405
2019 Q3	$55K	Hold	1,104	–	–	0.01%	420
2019 Q2	$53K	Hold	1,104	–	–	0.01%	501
2019 Q1	$52K	Hold	1,104	–	–	0.01%	591
2018 Q4	$47K	Hold	1,104	–	–	0.01%	557
2018 Q3	$53K	Hold	1,104	–	–	0.01%	618
2018 Q2	$50K	Sell	1,104 -240	-18%	-$10.8K	0.01%	569
2018 Q1	$59K	Sell	1,344 -224	-14%	-$10.3K	0.01%	568
2017 Q4	$72K	Hold	1,568	–	–	0.01%	578
2017 Q3	$68K	Hold	1,568	–	–	0.01%	588
2017 Q2	$66K	Buy	1,568 +464	+42%	+$19.4K	0.01%	584
2017 Q1	$46K	Hold	1,104	–	–	0.01%	678
2016 Q4	$44K	Hold	1,104	–	–	0.01%	599
2016 Q3	$42K	Hold	1,104	–	–	0.01%	628
2016 Q2	$42K	Sell	1,104 -364	-25%	-$13.5K	0.01%	577
2016 Q1	$54K	Buy	+1,468	New	+$50.9K	0.02%	385
2015 Q3	–	Sell	-826	Closed	-$30K	–	388
2015 Q2	$30K	Buy	826 +364	+79%	+$13.5K	0.01%	537
2015 Q1	$17K	Buy	+462	New	+$17.1K	0.01%	606

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EWM

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

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

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

Financial Architects (New Jersey)'s DLN Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2020, closing a stake of 1,104 shares — an estimated $51K sold.

Financial Architects (New Jersey) first reported a position in DLN in Q1 2015 and held it in 20 quarters. The position peaked at $72K in Q4 2017. 218 funds tracked by Wall St. Rank hold DLN as of Q3 2020.

Financial Architects (New Jersey) reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,104 WisdomTree US LargeCap Dividend Fund shares in Q3 2020, an estimated $51K.
Financial Architects (New Jersey) first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2015 and held it in 20 quarters.
Financial Architects (New Jersey)'s WisdomTree US LargeCap Dividend Fund position peaked at $72K in Q4 2017.
218 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.