HFA
DLN icon

Hoover Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Hoover Financial Advisors’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
Q4 		– Sell
-1,250
Closed -$61K – 526
2020
Q3 		$61K Hold
1,250
– – 0.02% 134
2020
Q2 		$58K Buy
+1,250
New +$56.3K 0.02% 177

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hoover Financial Advisors's DLN Position: Q4 2020 in Review

Hoover Financial Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2020, closing a stake of 1,250 shares — an estimated $61K sold.

Hoover Financial Advisors first reported a position in DLN in Q2 2020 and held it in 2 quarters. The position peaked at $61K in Q3 2020. 240 funds tracked by Wall St. Rank hold DLN as of Q4 2020.

  • Hoover Financial Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Hoover Financial Advisors sold 1,250 WisdomTree US LargeCap Dividend Fund shares in Q4 2020, an estimated $61K.
  • Hoover Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2020 and held it in 2 quarters.
  • Hoover Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $61K in Q3 2020.
  • 240 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2020.

Based on Hoover Financial Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.