Marquette Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Marquette Asset 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
2020 Q3	–	Sell	-470	Closed	-$22K	–	224
2020 Q2	$22K	Hold	470	–	–	0.01%	193
2020 Q1	$19K	Hold	470	–	–	0.01%	195
2019 Q4	$25K	Hold	470	–	–	0.01%	168
2019 Q3	$23K	Hold	470	–	–	0.01%	194
2019 Q2	$23K	Hold	470	–	–	0.01%	188
2019 Q1	$22K	Buy	+470	New	+$21.4K	0.01%	191

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

Marquette Asset Management's DLN Position: Q3 2020 in Review

Marquette Asset Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2020, closing a stake of 470 shares — an estimated $22K sold.

Marquette Asset Management first reported a position in DLN in Q1 2019 and held it in 6 quarters. The position peaked at $25K in Q4 2019. 218 funds tracked by Wall St. Rank hold DLN as of Q3 2020.

Marquette Asset Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Marquette Asset Management sold 470 WisdomTree US LargeCap Dividend Fund shares in Q3 2020, an estimated $22K.
Marquette Asset Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2019 and held it in 6 quarters.
Marquette Asset Management's WisdomTree US LargeCap Dividend Fund position peaked at $25K in Q4 2019.
218 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2020.

Based on Marquette Asset Management's 13F filing for Q3 2020, filed 27 Oct 2020.