Lumature Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Lumature Wealth Partners’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 Q2	$50.8K	Hold	798	–	–	0.03%	223
2023 Q1	$49.4K	Hold	798	–	–	0.03%	219
2022 Q4	$49.4K	Hold	798	–	–	0.03%	218
2022 Q3	$44K	Hold	798	–	–	0.02%	234
2022 Q2	$47K	Hold	798	–	–	0.02%	235
2022 Q1	$52K	Hold	798	–	–	0.02%	255
2021 Q4	$53K	Hold	798	–	–	0.02%	224
2021 Q3	$48K	Hold	798	–	–	0.02%	233
2021 Q2	$48K	Hold	798	–	–	0.02%	234
2021 Q1	$46K	Buy	+798	New	+$43.9K	0.02%	235

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lumature Wealth Partners's DLN Position: Q2 2023 in Review

Lumature Wealth Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2023 at 798 shares worth $50.8K. The position accounts for 0.03% of the portfolio, ranked #223.

Lumature Wealth Partners first reported a position in DLN in Q1 2021 and has held it in 10 quarters since. The position peaked at $53K in Q4 2021. 342 funds tracked by Wall St. Rank hold DLN as of Q2 2023.

Lumature Wealth Partners held 798 shares of WisdomTree US LargeCap Dividend Fund worth $50.8K as of Q2 2023.
Lumature Wealth Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2023.
WisdomTree US LargeCap Dividend Fund made up 0.03% of Lumature Wealth Partners's portfolio in Q2 2023, its #223 holding.
Lumature Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $53K in Q4 2021.
342 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.