Financial Gravity Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Sell	-5	Closed	-$355	–	1226
2023 Q4	$355	Buy	+5	New	+$314	﹤0.01%	942
2021 Q3	$119K	Hold	6	–	–	0.06%	304
2021 Q2	$120K	Buy	+6	New	+$358	0.04%	301
2020 Q4	$1K	Buy	+24	New	+$1.23K	﹤0.01%	388

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

EWM

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

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

Financial Gravity Asset Management's DLN Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2024, closing a stake of 5 shares — an estimated $355 sold.

Financial Gravity Asset Management first reported a position in DLN in Q4 2020 and held it in 4 quarters. The position peaked at $120K in Q2 2021. 372 funds tracked by Wall St. Rank hold DLN as of Q1 2024.

Financial Gravity Asset Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 5 WisdomTree US LargeCap Dividend Fund shares in Q1 2024, an estimated $355.
Financial Gravity Asset Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and held it in 4 quarters.
Financial Gravity Asset Management's WisdomTree US LargeCap Dividend Fund position peaked at $120K in Q2 2021.
372 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.