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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MinichMacGregor Wealth Management's DLN Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2023, closing a stake of 670 shares — an estimated $41.5K sold.

MinichMacGregor Wealth Management first reported a position in DLN in Q1 2016 and held it in 12 quarters. The position peaked at $41.5K in Q4 2022. 338 funds tracked by Wall St. Rank hold DLN as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 670 WisdomTree US LargeCap Dividend Fund shares in Q1 2023, an estimated $41.5K.
MinichMacGregor Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2016 and held it in 12 quarters.
MinichMacGregor Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $41.5K in Q4 2022.
338 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.