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

Gunderson Capital 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 Q4	–	Sell	-7,518	Closed	-$462K	–	51
2023 Q3	$462K	Sell	7,518 -30	-0.4%	-$1.91K	0.31%	39
2023 Q2	$480K	Sell	7,548 -60	-0.8%	-$3.72K	0.32%	33
2023 Q1	$471K	Sell	7,608 -275	-3%	-$17.1K	0.35%	35
2022 Q4	$488K	Buy	+7,883	New	+$481K	0.89%	20

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gunderson Capital Management's DLN Position: Q4 2023 in Review

Gunderson Capital Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2023, closing a stake of 7,518 shares — an estimated $462K sold.

Gunderson Capital Management first reported a position in DLN in Q4 2022 and held it in 4 quarters. The position peaked at $488K in Q4 2022. 366 funds tracked by Wall St. Rank hold DLN as of Q4 2023.

Gunderson Capital Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
Gunderson Capital Management sold 7,518 WisdomTree US LargeCap Dividend Fund shares in Q4 2023, an estimated $462K.
Gunderson Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and held it in 4 quarters.
Gunderson Capital Management's WisdomTree US LargeCap Dividend Fund position peaked at $488K in Q4 2022.
366 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2023.

Based on Gunderson Capital Management's 13F filing for Q4 2023, filed 5 Jan 2024.