LGA
DLN icon

Lebenthal Global Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Lebenthal Global 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
2023
Q2 		– Sell
-4,151
Closed -$257K – 118
2023
Q1 		$257K Buy
4,151
+1
+0% +$62 0.08% 101
2022
Q4 		$257K Buy
4,150
+350
+9% +$21.4K 0.08% 116
2022
Q3 		$209K Hold
3,800
– – 0.1% 109
2022
Q2 		$224K Buy
3,800
+53
+1% +$3.33K 0.11% 119
2022
Q1 		$246K Buy
3,747
+1
+0% +$65 0.1% 129
2021
Q4 		$247K Sell
3,746
-600
-14% -$38K 0.1% 147
2021
Q3 		$259K Buy
+4,346
New +$268K 0.16% 104
2021
Q1 		– Sell
-742
Closed -$39K – 235
2020
Q4 		$39K Buy
+742
New +$38K 0.03% 290

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Creative Planning
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Bank of America
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Ameriprise
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UBS Group
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EWM
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Envestnet Asset Management
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