MWM
DLN icon

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

Minot 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
2022
Q2 		$953K Hold
16,132
– – 0.25% 76
2022
Q1 		$1.06M Hold
16,132
– – 0.23% 83
2021
Q4 		$1.06M Buy
16,132
+2,180
+16% +$138K 0.21% 86
2021
Q3 		$832K Buy
+13,952
New +$859K 0.18% 101

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Minot Wealth Management's DLN Position: Q2 2022 in Review

Minot Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2022 at 16,132 shares worth $953K. The position accounts for 0.25% of the portfolio, ranked #76.

Minot Wealth Management first reported a position in DLN in Q3 2021 and has held it in 4 quarters since. The position peaked at $1.06M in Q4 2021. 323 funds tracked by Wall St. Rank hold DLN as of Q2 2022.

  • Minot Wealth Management held 16,132 shares of WisdomTree US LargeCap Dividend Fund worth $953K as of Q2 2022.
  • Minot Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2022.
  • WisdomTree US LargeCap Dividend Fund made up 0.25% of Minot Wealth Management's portfolio in Q2 2022, its #76 holding.
  • Minot Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and has held it in 4 quarters since.
  • Minot Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $1.06M in Q4 2021.
  • 323 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.