Kore Private Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-1,000	Closed	-$46K	–	476
2020 Q2	$46K	Hold	1,000	–	–	0.01%	476
2020 Q1	$40K	Hold	1,000	–	–	0.01%	456
2019 Q4	$53K	Buy	+1,000	New	+$51K	0.01%	470
2019 Q2	–	Sell	-1,000	Closed	-$47K	–	376
2019 Q1	$47K	Hold	1,000	–	–	0.01%	391
2018 Q4	$42K	Buy	+1,000	New	+$45.3K	0.01%	396

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

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kore Private Wealth's DLN Position: Q3 2020 in Review

Kore Private Wealth sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2020, closing a stake of 1,000 shares — an estimated $46K sold.

Kore Private Wealth first reported a position in DLN in Q4 2018 and held it in 5 quarters. The position peaked at $53K in Q4 2019. 218 funds tracked by Wall St. Rank hold DLN as of Q3 2020.

Kore Private Wealth reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,000 WisdomTree US LargeCap Dividend Fund shares in Q3 2020, an estimated $46K.
Kore Private Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $53K in Q4 2019.
218 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.