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

HNP 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
2020
Q2 		– Sell
-5,312
Closed -$226K – 167
2020
Q1 		$226K Buy
+5,312
New +$260K 0.03% 231

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Bank of America
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GW
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

HNP Capital's DLN Position: Q2 2020 in Review

HNP Capital sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2020, closing a stake of 5,312 shares — an estimated $226K sold.

HNP Capital first reported a position in DLN in Q1 2020 and held it in 1 quarter. The position peaked at $226K in Q1 2020. 220 funds tracked by Wall St. Rank hold DLN as of Q2 2020.

  • HNP Capital reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • HNP Capital sold 5,312 WisdomTree US LargeCap Dividend Fund shares in Q2 2020, an estimated $226K.
  • HNP Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2020 and held it in 1 quarter.
  • HNP Capital's WisdomTree US LargeCap Dividend Fund position peaked at $226K in Q1 2020.
  • 220 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2020.

Based on HNP Capital's 13F filing for Q2 2020, filed 6 Jul 2020.