Mark Sheptoff Financial Planning’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Mark Sheptoff Financial Planning’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
2020 Q3	–	Sell	-300	Closed	-$14K	–	338
2020 Q2	$14K	Hold	300	–	–	0.01%	224
2020 Q1	$12K	Hold	300	–	–	0.01%	212
2019 Q4	$16K	Hold	300	–	–	0.01%	235
2019 Q3	$15K	Hold	300	–	–	0.01%	236
2019 Q2	$15K	Hold	300	–	–	0.01%	231
2019 Q1	$14K	Hold	300	–	–	0.01%	237
2018 Q4	$13K	Hold	300	–	–	0.01%	218
2018 Q3	$14K	Hold	300	–	–	0.01%	263
2018 Q2	$13K	Hold	300	–	–	0.01%	254
2018 Q1	$13K	Hold	300	–	–	0.01%	260
2017 Q4	$14K	Hold	300	–	–	0.01%	258
2017 Q3	$13K	Hold	300	–	–	0.01%	267
2017 Q2	$13K	Sell	300 -2	-0.7%	-$84	0.01%	261
2017 Q1	$12K	Buy	302 +2	+0.7%	+$82	0.01%	269
2016 Q4	$12K	Hold	300	–	–	0.01%	255
2016 Q3	$12K	Hold	300	–	–	0.01%	250
2016 Q2	$11K	Hold	300	–	–	0.01%	243
2016 Q1	$11K	Hold	300	–	–	0.01%	242
2015 Q4	$11K	Buy	+300	New	+$10.7K	0.01%	265

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

RJFSA

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

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's DLN Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2020, closing a stake of 300 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in DLN in Q4 2015 and held it in 19 quarters. The position peaked at $16K in Q4 2019. 218 funds tracked by Wall St. Rank hold DLN as of Q3 2020.

Mark Sheptoff Financial Planning reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 WisdomTree US LargeCap Dividend Fund shares in Q3 2020, an estimated $14K.
Mark Sheptoff Financial Planning first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2015 and held it in 19 quarters.
Mark Sheptoff Financial Planning's WisdomTree US LargeCap Dividend Fund position peaked at $16K in Q4 2019.
218 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.