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Old Mission Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Old Mission 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
2022
Q3 		– Sell
-12,015
Closed -$710K – 1032
2022
Q2 		$710K Buy
+12,015
New +$755K 0.02% 656

Other funds holding DLN

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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Old Mission Capital's DLN Position: Q3 2022 in Review

Old Mission Capital sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2022, closing a stake of 12,015 shares — an estimated $710K sold.

Old Mission Capital first reported a position in DLN in Q2 2022 and held it in 1 quarter. The position peaked at $710K in Q2 2022. 308 funds tracked by Wall St. Rank hold DLN as of Q3 2022.

  • Old Mission Capital reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Old Mission Capital sold 12,015 WisdomTree US LargeCap Dividend Fund shares in Q3 2022, an estimated $710K.
  • Old Mission Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and held it in 1 quarter.
  • Old Mission Capital's WisdomTree US LargeCap Dividend Fund position peaked at $710K in Q2 2022.
  • 308 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2022.

Based on Old Mission Capital's 13F filing for Q3 2022, filed 14 Nov 2022.