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

LGT 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
2023
Q4 		– Sell
-393
Closed -$24.2K – 877
2023
Q3 		$24.2K Buy
+393
New +$25.1K 0.03% 304

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LGT Financial Advisors's DLN Position: Q4 2023 in Review

LGT Financial Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2023, closing a stake of 393 shares — an estimated $24.2K sold.

LGT Financial Advisors first reported a position in DLN in Q3 2023 and held it in 1 quarter. The position peaked at $24.2K in Q3 2023. 366 funds tracked by Wall St. Rank hold DLN as of Q4 2023.

  • LGT Financial Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 393 WisdomTree US LargeCap Dividend Fund shares in Q4 2023, an estimated $24.2K.
  • LGT Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $24.2K in Q3 2023.
  • 366 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.