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Orion Portfolio Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-226
Closed -$10K – 826
2020
Q2 		$10K Sell
226
-34
-13% -$1.53K ﹤0.01% 1206
2020
Q1 		$11K Buy
260
+34
+15% +$1.67K ﹤0.01% 1021
2019
Q4 		$12K Buy
+226
New +$11.5K ﹤0.01% 936

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Orion Portfolio Solutions's DLN Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2020, closing a stake of 226 shares — an estimated $10K sold.

Orion Portfolio Solutions first reported a position in DLN in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 218 funds tracked by Wall St. Rank hold DLN as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 226 WisdomTree US LargeCap Dividend Fund shares in Q3 2020, an estimated $10K.
  • Orion Portfolio Solutions first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's WisdomTree US LargeCap Dividend Fund position peaked at $12K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.