MCC
DLN icon

Money Concepts Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Money Concepts Capital’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
-10,252
Closed -$635K – 1067
2022
Q4 		$635K Buy
10,252
+3,522
+52% +$215K 0.03% 377
2022
Q3 		$372K Buy
6,730
+558
+9% +$33.8K 0.02% 335
2022
Q2 		$369K Sell
6,172
-9,785
-61% -$615K 0.03% 319
2022
Q1 		$1.05M Buy
15,957
+11,007
+222% +$713K 0.06% 292
2021
Q4 		$327K Buy
+4,950
New +$313K 0.03% 383
2021
Q1 		$20.4M Buy
356,110
+354,514
+22,213% +$19.5M 1.63% 7
2020
Q4 		$86K Buy
+1,596
New +$81.7K 0.01% 481

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