FinTrust Capital Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

FinTrust Capital Advisors’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	$227K	Hold	2,893	–	–	0.04%	292
2024 Q2	$210K	Sell	2,893 -7	-0.2%	-$498	0.04%	290
2024 Q1	$209K	Hold	2,900	–	–	0.04%	281
2023 Q4	$193K	Buy	2,900 +709	+32%	+$44.5K	0.04%	279
2023 Q3	$135K	Buy	+2,191	New	+$140K	0.03%	300

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

FinTrust Capital Advisors's DLN Position: Q3 2024 in Review

FinTrust Capital Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2024 at 2,893 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #292.

FinTrust Capital Advisors first reported a position in DLN in Q3 2023 and has held it in 5 quarters since. 377 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

FinTrust Capital Advisors held 2,893 shares of WisdomTree US LargeCap Dividend Fund worth $227K as of Q3 2024.
FinTrust Capital Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2024.
WisdomTree US LargeCap Dividend Fund made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #292 holding.
FinTrust Capital Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2023 and has held it in 5 quarters since.
377 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.