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Matrix Private Capital Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Matrix Private Capital Group’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
Q1 		– Sell
-978
Closed -$52K – 167
2019
Q4 		$52K Buy
+978
New +$49.8K 0.05% 163

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
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
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Matrix Private Capital Group's DLN Position: Q1 2020 in Review

Matrix Private Capital Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2020, closing a stake of 978 shares — an estimated $52K sold.

Matrix Private Capital Group first reported a position in DLN in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 228 funds tracked by Wall St. Rank hold DLN as of Q1 2020.

  • Matrix Private Capital Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Matrix Private Capital Group sold 978 WisdomTree US LargeCap Dividend Fund shares in Q1 2020, an estimated $52K.
  • Matrix Private Capital Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Matrix Private Capital Group's WisdomTree US LargeCap Dividend Fund position peaked at $52K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2020.

Based on Matrix Private Capital Group's 13F filing for Q1 2020, filed 22 Feb 2022.