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

Madison 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 Q1	–	Sell	-6,130	Closed	-$329K	–	143
2020 Q4	$329K	Hold	6,130	–	–	0.09%	116
2020 Q3	$297K	Hold	6,130	–	–	0.09%	113
2020 Q2	$285K	Hold	6,130	–	–	0.09%	103
2020 Q1	$248K	Hold	6,130	–	–	0.1%	100
2019 Q4	$325K	Buy	+6,130	New	+$312K	0.09%	114

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Madison Wealth Management's DLN Position: Q1 2021 in Review

Madison Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2021, closing a stake of 6,130 shares — an estimated $329K sold.

Madison Wealth Management first reported a position in DLN in Q4 2019 and held it in 5 quarters. The position peaked at $329K in Q4 2020. 244 funds tracked by Wall St. Rank hold DLN as of Q1 2021.

Madison Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Madison Wealth Management sold 6,130 WisdomTree US LargeCap Dividend Fund shares in Q1 2021, an estimated $329K.
Madison Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and held it in 5 quarters.
Madison Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $329K in Q4 2020.
244 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2021.

Based on Madison Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.