HBW Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

HBW Advisory Services’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 Q2	–	Sell	-4,386	Closed	-$271K	–	298
2023 Q1	$271K	Sell	4,386 -408	-9%	-$25.3K	0.07%	214
2022 Q4	$297K	Buy	+4,794	New	+$293K	0.08%	202
2022 Q3	–	Sell	-10,628	Closed	-$628K	–	238
2022 Q2	$628K	Buy	+10,628	New	+$668K	0.16%	136

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

HBW Advisory Services's DLN Position: Q2 2023 in Review

HBW Advisory Services sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2023, closing a stake of 4,386 shares — an estimated $271K sold.

HBW Advisory Services first reported a position in DLN in Q2 2022 and held it in 3 quarters. The position peaked at $628K in Q2 2022. 342 funds tracked by Wall St. Rank hold DLN as of Q2 2023.

HBW Advisory Services reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
HBW Advisory Services sold 4,386 WisdomTree US LargeCap Dividend Fund shares in Q2 2023, an estimated $271K.
HBW Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and held it in 3 quarters.
HBW Advisory Services's WisdomTree US LargeCap Dividend Fund position peaked at $628K in Q2 2022.
342 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2023.

Based on HBW Advisory Services's 13F filing for Q2 2023, filed 6 Jul 2023.