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Morgan Dempsey Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Morgan Dempsey Capital 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
2024
Q4 		– Sell
-961
Closed -$75.5K – 131
2024
Q3 		$75.5K Buy
+961
New +$72.5K 0.03% 66

Other funds holding DLN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Morgan Dempsey Capital Management's DLN Position: Q4 2024 in Review

Morgan Dempsey Capital Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2024, closing a stake of 961 shares — an estimated $75.5K sold.

Morgan Dempsey Capital Management first reported a position in DLN in Q3 2024 and held it in 1 quarter. The position peaked at $75.5K in Q3 2024. 406 funds tracked by Wall St. Rank hold DLN as of Q4 2024.

  • Morgan Dempsey Capital Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 961 WisdomTree US LargeCap Dividend Fund shares in Q4 2024, an estimated $75.5K.
  • Morgan Dempsey Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Morgan Dempsey Capital Management's WisdomTree US LargeCap Dividend Fund position peaked at $75.5K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.

Based on Morgan Dempsey Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.