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

Intrua Financial’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
2024 Q3	–	Sell	-4,007	Closed	-$291K	–	389
2024 Q2	$291K	Buy	4,007 +19	+0.5%	+$1.35K	0.04%	312
2024 Q1	$288K	Buy	3,988 +14	+0.4%	+$961	0.04%	328
2023 Q4	$264K	Buy	3,974 +23	+0.6%	+$1.45K	0.04%	340
2023 Q3	$243K	Sell	3,951 -180	-4%	-$11.5K	0.04%	301
2023 Q2	$263K	Buy	4,131 +15	+0.4%	+$931	0.04%	295
2023 Q1	$252K	Sell	4,116 -177	-4%	-$11K	0.05%	282
2022 Q4	$265K	Buy	4,293 +22	+0.5%	+$1.34K	0.06%	269
2022 Q3	$236K	Buy	4,271 +22	+0.5%	+$1.33K	0.06%	267
2022 Q2	$251K	Sell	4,249 -9	-0.2%	-$566	0.05%	311
2022 Q1	$280K	Buy	4,258 +142	+3%	+$9.2K	0.05%	314
2021 Q4	$272K	Buy	4,116 +20	+0.5%	+$1.26K	0.05%	313
2021 Q3	$256K	Buy	4,096 +10	+0.2%	+$616	0.05%	316
2021 Q2	$255K	Sell	4,086 -978	-19%	-$58.3K	0.06%	249
2021 Q1	$299K	Buy	5,064 +414	+9%	+$22.8K	0.08%	221
2020 Q4	$250K	Buy	+4,650	New	+$238K	0.11%	174

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

Intrua Financial's DLN Position: Q3 2024 in Review

Intrua Financial sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2024, closing a stake of 4,007 shares — an estimated $291K sold.

Intrua Financial first reported a position in DLN in Q4 2020 and held it in 15 quarters. The position peaked at $299K in Q1 2021. 377 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

Intrua Financial reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Intrua Financial sold 4,007 WisdomTree US LargeCap Dividend Fund shares in Q3 2024, an estimated $291K.
Intrua Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and held it in 15 quarters.
Intrua Financial's WisdomTree US LargeCap Dividend Fund position peaked at $299K in Q1 2021.
377 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

Based on Intrua Financial's 13F filing for Q3 2024, filed 28 May 2025.