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

GeoWealth 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
2023
Q1 		– Sell
-3,313
Closed -$205K – 394
2022
Q4 		$205K Buy
+3,313
New +$202K 0.02% 240

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GeoWealth Management's DLN Position: Q1 2023 in Review

GeoWealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2023, closing a stake of 3,313 shares — an estimated $205K sold.

GeoWealth Management first reported a position in DLN in Q4 2022 and held it in 1 quarter. The position peaked at $205K in Q4 2022. 338 funds tracked by Wall St. Rank hold DLN as of Q1 2023.

  • GeoWealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • GeoWealth Management sold 3,313 WisdomTree US LargeCap Dividend Fund shares in Q1 2023, an estimated $205K.
  • GeoWealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and held it in 1 quarter.
  • GeoWealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $205K in Q4 2022.
  • 338 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2023.

Based on GeoWealth Management's 13F filing for Q1 2023, filed 12 May 2023.