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Michael Gelband’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Michael Gelband’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
-11,800
Closed -$548K – 1846
2020
Q2 		$548K Buy
+11,800
New +$531K 0.01% 1032

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Michael Gelband's DLN Position: Q3 2020 in Review

Michael Gelband sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2020, closing a stake of 11,800 shares — an estimated $548K sold.

Michael Gelband first reported a position in DLN in Q2 2020 and held it in 1 quarter. The position peaked at $548K in Q2 2020. 218 funds tracked by Wall St. Rank hold DLN as of Q3 2020.

  • Michael Gelband reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Michael Gelband sold 11,800 WisdomTree US LargeCap Dividend Fund shares in Q3 2020, an estimated $548K.
  • Michael Gelband first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2020 and held it in 1 quarter.
  • Michael Gelband's WisdomTree US LargeCap Dividend Fund position peaked at $548K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2020.

Based on ExodusPoint Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.