MWM
DLN icon

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

MinichMacGregor 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
2023
Q1 		– Sell
-670
Closed -$41.5K – 231
2022
Q4 		$41.5K Buy
+670
New +$40.9K 0.02% 208
2018
Q4 		– Sell
-550
Closed -$26K – 195
2018
Q3 		$26K Hold
550
– – 0.02% 185
2018
Q2 		$24K Hold
550
– – 0.02% 187
2018
Q1 		$24K Hold
550
– – 0.02% 191
2017
Q4 		$25K Hold
550
– – 0.02% 178
2017
Q3 		$23K Hold
550
– – 0.02% 181
2017
Q2 		$23K Hold
550
– – 0.02% 172
2017
Q1 		$22K Hold
550
– – 0.02% 170
2016
Q4 		$21K Hold
550
– – 0.02% 175
2016
Q3 		$21K Hold
550
– – 0.02% 177
2016
Q2 		$20K Hold
550
– – 0.02% 176
2016
Q1 		$20K Buy
+550
New +$19.1K 0.02% 173

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $564B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return