Gradient Investments’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Gradient Investments’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 Q2	–	Sell	-92	Closed	-$5K	–	1173
2021 Q1	$5K	Hold	92	–	–	﹤0.01%	878
2020 Q4	$4K	Hold	92	–	–	﹤0.01%	832
2020 Q3	$4K	Hold	92	–	–	﹤0.01%	838
2020 Q2	$4K	Hold	92	–	–	﹤0.01%	767
2020 Q1	$4K	Hold	92	–	–	﹤0.01%	800
2019 Q4	$5K	Hold	92	–	–	﹤0.01%	811
2019 Q3	$5K	Hold	92	–	–	﹤0.01%	792
2019 Q2	$4K	Hold	92	–	–	﹤0.01%	792
2019 Q1	$4K	Hold	92	–	–	﹤0.01%	667
2018 Q4	$4K	Sell	92 -170	-65%	-$7.7K	﹤0.01%	730
2018 Q3	$12K	Hold	262	–	–	﹤0.01%	595
2018 Q2	$12K	Hold	262	–	–	﹤0.01%	573
2018 Q1	$12K	Buy	262 +170	+185%	+$7.83K	﹤0.01%	587
2017 Q4	$4K	Buy	+92	New	+$4.12K	﹤0.01%	715
2017 Q3	–	Sell	-92	Closed	-$4K	–	345
2017 Q2	$4K	Hold	92	–	–	﹤0.01%	600
2017 Q1	$4K	Sell	92 -202	-69%	-$8.28K	﹤0.01%	630
2016 Q4	$12K	Buy	294 +202	+220%	+$7.83K	﹤0.01%	427
2016 Q3	$4K	Hold	92	–	–	﹤0.01%	551
2016 Q2	$3K	Hold	92	–	–	﹤0.01%	578
2016 Q1	$3K	Hold	92	–	–	﹤0.01%	587
2015 Q4	$3K	Hold	92	–	–	﹤0.01%	547
2015 Q3	$3K	Hold	92	–	–	﹤0.01%	486
2015 Q2	$3K	Buy	+92	New	+$3.42K	﹤0.01%	500

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gradient Investments's DLN Position: Q2 2021 in Review

Gradient Investments sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2021, closing a stake of 92 shares — an estimated $5K sold.

Gradient Investments first reported a position in DLN in Q2 2015 and held it in 23 quarters. The position peaked at $12K in Q3 2018. 254 funds tracked by Wall St. Rank hold DLN as of Q2 2021.

Gradient Investments reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Gradient Investments sold 92 WisdomTree US LargeCap Dividend Fund shares in Q2 2021, an estimated $5K.
Gradient Investments first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2015 and held it in 23 quarters.
Gradient Investments's WisdomTree US LargeCap Dividend Fund position peaked at $12K in Q3 2018.
254 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.