LC
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Lindbrook Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Lindbrook Capital’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
2022
Q2 		– Sell
-1,500
Closed -$99K – 2542
2022
Q1 		$99K Buy
+1,500
New +$97.1K 0.02% 468

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Lindbrook Capital's DLN Position: Q2 2022 in Review

Lindbrook Capital sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2022, closing a stake of 1,500 shares — an estimated $99K sold.

Lindbrook Capital first reported a position in DLN in Q1 2022 and held it in 1 quarter. The position peaked at $99K in Q1 2022. 324 funds tracked by Wall St. Rank hold DLN as of Q2 2022.

  • Lindbrook Capital reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Lindbrook Capital sold 1,500 WisdomTree US LargeCap Dividend Fund shares in Q2 2022, an estimated $99K.
  • Lindbrook Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2022 and held it in 1 quarter.
  • Lindbrook Capital's WisdomTree US LargeCap Dividend Fund position peaked at $99K in Q1 2022.
  • 324 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2022.

Based on Lindbrook Capital's 13F filing for Q2 2022, filed 1 Aug 2022.