Freedom Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Freedom Investment 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
2021 Q1	–	Sell	-9,496	Closed	-$510K	–	856
2020 Q4	$510K	Sell	9,496 -1,760	-16%	-$90.1K	0.06%	328
2020 Q3	$546K	Sell	11,256 -2,230	-17%	-$108K	0.06%	267
2020 Q2	$626K	Buy	13,486 +1,370	+11%	+$61.7K	0.07%	222
2020 Q1	$648K	Buy	+12,116	New	+$593K	0.06%	284
2016 Q2	–	Sell	-8,900	Closed	-$327K	–	844
2016 Q1	$327K	Buy	8,900 +2,652	+42%	+$92K	0.02%	526
2015 Q4	$222K	Buy	+6,248	New	+$224K	0.02%	659

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

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

RJFSA

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

Freedom Investment Management's DLN Position: Q1 2021 in Review

Freedom Investment Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2021, closing a stake of 9,496 shares — an estimated $510K sold.

Freedom Investment Management first reported a position in DLN in Q4 2015 and held it in 6 quarters. The position peaked at $648K in Q1 2020. 244 funds tracked by Wall St. Rank hold DLN as of Q1 2021.

Freedom Investment Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Freedom Investment Management sold 9,496 WisdomTree US LargeCap Dividend Fund shares in Q1 2021, an estimated $510K.
Freedom Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2015 and held it in 6 quarters.
Freedom Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $648K in Q1 2020.
244 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2021.

Based on Freedom Investment Management's 13F filing for Q1 2021, filed 14 May 2021.