MUFG Americas’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

MUFG Americas’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 Q4	–	Sell	-1,710	Closed	-$94K	–	197
2022 Q3	$94K	Hold	1,710	–	–	﹤0.01%	434
2022 Q2	$101K	Hold	1,710	–	–	﹤0.01%	432
2022 Q1	$112K	Hold	1,710	–	–	﹤0.01%	435
2021 Q4	$113K	Buy	+1,710	New	+$108K	﹤0.01%	447

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MUFG Americas's DLN Position: Q4 2022 in Review

MUFG Americas sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2022, closing a stake of 1,710 shares — an estimated $94K sold.

MUFG Americas first reported a position in DLN in Q4 2021 and held it in 4 quarters. The position peaked at $113K in Q4 2021. 334 funds tracked by Wall St. Rank hold DLN as of Q4 2022.

MUFG Americas reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 1,710 WisdomTree US LargeCap Dividend Fund shares in Q4 2022, an estimated $94K.
MUFG Americas first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and held it in 4 quarters.
MUFG Americas's WisdomTree US LargeCap Dividend Fund position peaked at $113K in Q4 2021.
334 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.