Neuberger Berman Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Neuberger Berman Group’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 Q3	–	Sell	-4,344	Closed	-$276K	–	1825
2023 Q2	$276K	Hold	4,344	–	–	﹤0.01%	1620
2023 Q1	$269K	Sell	4,344 -40	-0.9%	-$2.48K	﹤0.01%	1637
2022 Q4	$272K	Hold	4,384	–	–	﹤0.01%	1623
2022 Q3	$242K	Sell	4,384 -35	-0.8%	-$2.12K	﹤0.01%	1677
2022 Q2	$261K	Buy	+4,419	New	+$278K	﹤0.01%	1685
2015 Q1	–	Sell	-6,246	Closed	-$231K	–	1615
2014 Q4	$231K	Hold	6,246	–	–	﹤0.01%	1527
2014 Q3	$222K	Buy	+6,246	New	+$222K	﹤0.01%	1544

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Neuberger Berman Group's DLN Position: Q3 2023 in Review

Neuberger Berman Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2023, closing a stake of 4,344 shares — an estimated $276K sold.

Neuberger Berman Group first reported a position in DLN in Q3 2014 and held it in 7 quarters. The position peaked at $276K in Q2 2023. 339 funds tracked by Wall St. Rank hold DLN as of Q3 2023.

Neuberger Berman Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
Neuberger Berman Group sold 4,344 WisdomTree US LargeCap Dividend Fund shares in Q3 2023, an estimated $276K.
Neuberger Berman Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2014 and held it in 7 quarters.
Neuberger Berman Group's WisdomTree US LargeCap Dividend Fund position peaked at $276K in Q2 2023.
339 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2023.

Based on Neuberger Berman Group's 13F filing for Q3 2023, filed 14 Nov 2023.