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Omni 360 Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Omni 360 Wealth’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
Q1 		– Sell
-6,672
Closed -$443K – 105
2023
Q4 		$443K Buy
+6,672
New +$419K 0.41% 59

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Omni 360 Wealth's DLN Position: Q1 2024 in Review

Omni 360 Wealth sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2024, closing a stake of 6,672 shares — an estimated $443K sold.

Omni 360 Wealth first reported a position in DLN in Q4 2023 and held it in 1 quarter. The position peaked at $443K in Q4 2023. 372 funds tracked by Wall St. Rank hold DLN as of Q1 2024.

  • Omni 360 Wealth reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Omni 360 Wealth sold 6,672 WisdomTree US LargeCap Dividend Fund shares in Q1 2024, an estimated $443K.
  • Omni 360 Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and held it in 1 quarter.
  • Omni 360 Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $443K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2024.

Based on Omni 360 Wealth's 13F filing for Q1 2024, filed 19 Apr 2024.