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Ledyard National Bank’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Ledyard National Bank’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
-2,818
Closed -$205K – 223
2024
Q2 		$205K Hold
2,818
– – 0.02% 207
2024
Q1 		$203K Buy
+2,818
New +$193K 0.02% 215

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ledyard National Bank's DLN Position: Q3 2024 in Review

Ledyard National Bank sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2024, closing a stake of 2,818 shares — an estimated $205K sold.

Ledyard National Bank first reported a position in DLN in Q1 2024 and held it in 2 quarters. The position peaked at $205K in Q2 2024. 376 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

  • Ledyard National Bank reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Ledyard National Bank sold 2,818 WisdomTree US LargeCap Dividend Fund shares in Q3 2024, an estimated $205K.
  • Ledyard National Bank first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and held it in 2 quarters.
  • Ledyard National Bank's WisdomTree US LargeCap Dividend Fund position peaked at $205K in Q2 2024.
  • 376 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

Based on Ledyard National Bank's 13F filing for Q3 2024, filed 21 Oct 2024.