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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Liberty Wealth Management's DLN Position: Q4 2021 in Review

Liberty Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2021, closing a stake of 410 shares — an estimated $24K sold.

Liberty Wealth Management first reported a position in DLN in Q4 2018 and held it in 12 quarters. The position peaked at $25K in Q2 2021. 288 funds tracked by Wall St. Rank hold DLN as of Q4 2021.

Liberty Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 410 WisdomTree US LargeCap Dividend Fund shares in Q4 2021, an estimated $24K.
Liberty Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $25K in Q2 2021.
288 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.