MWM
DLN icon

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

MBE 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
2020
Q2 		– Sell
-198
Closed -$8K – 158
2020
Q1 		$8K Buy
+198
New +$9.7K 0.01% 312

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

MBE Wealth Management's DLN Position: Q2 2020 in Review

MBE Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2020, closing a stake of 198 shares — an estimated $8K sold.

MBE Wealth Management first reported a position in DLN in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 220 funds tracked by Wall St. Rank hold DLN as of Q2 2020.

  • MBE Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 198 WisdomTree US LargeCap Dividend Fund shares in Q2 2020, an estimated $8K.
  • MBE Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $8K in Q1 2020.
  • 220 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.