Liberty Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-410	Closed	-$24K	–	398
2021 Q3	$24K	Hold	410	–	–	0.01%	599
2021 Q2	$25K	Hold	410	–	–	0.01%	461
2021 Q1	$21K	Hold	410	–	–	0.01%	446
2020 Q4	$21K	Hold	410	–	–	0.01%	443
2020 Q3	$20K	Hold	410	–	–	0.01%	398
2020 Q2	$19K	Hold	410	–	–	0.01%	384
2020 Q1	$17K	Hold	410	–	–	0.01%	381
2019 Q4	$22K	Hold	410	–	–	0.02%	400
2019 Q3	$20K	Hold	410	–	–	0.02%	395
2019 Q2	$20K	Hold	410	–	–	0.02%	409
2019 Q1	$19K	Hold	410	–	–	0.01%	354
2018 Q4	$17K	Buy	+410	New	+$18.6K	0.01%	353

Other funds holding DLN

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return