Full Sail Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Full Sail Capital’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 Q3	–	Sell	-3,990	Closed	-$236K	–	139
2022 Q2	$236K	Hold	3,990	–	–	0.02%	132
2022 Q1	$262K	Hold	3,990	–	–	0.02%	134
2021 Q4	$254K	Hold	3,990	–	–	0.02%	140
2021 Q3	$238K	Hold	3,990	–	–	0.02%	139
2021 Q2	$240K	Hold	3,990	–	–	0.02%	141
2021 Q1	$232K	Hold	3,990	–	–	0.02%	152
2020 Q4	$219K	Buy	+3,990	New	+$204K	0.02%	147

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Full Sail Capital's DLN Position: Q3 2022 in Review

Full Sail Capital sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2022, closing a stake of 3,990 shares — an estimated $236K sold.

Full Sail Capital first reported a position in DLN in Q4 2020 and held it in 7 quarters. The position peaked at $262K in Q1 2022. 308 funds tracked by Wall St. Rank hold DLN as of Q3 2022.

Full Sail Capital reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
Full Sail Capital sold 3,990 WisdomTree US LargeCap Dividend Fund shares in Q3 2022, an estimated $236K.
Full Sail Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and held it in 7 quarters.
Full Sail Capital's WisdomTree US LargeCap Dividend Fund position peaked at $262K in Q1 2022.
308 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2022.

Based on Full Sail Capital's 13F filing for Q3 2022, filed 9 Nov 2022.