Pacifica Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Pacifica Partners’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 Q2	–	Sell	-784	Closed	-$55.8K	–	536
2024 Q1	$55.8K	Hold	784	–	–	0.02%	205
2023 Q4	$50.2K	Hold	784	–	–	0.02%	211
2023 Q3	$47.3K	Hold	784	–	–	0.03%	202
2023 Q2	$49.8K	Sell	784 -1,750	-69%	-$109K	0.03%	174
2023 Q1	$157K	Hold	2,534	–	–	0.09%	103
2022 Q4	$158K	Hold	2,534	–	–	0.11%	96
2022 Q3	$147K	Hold	2,534	–	–	0.11%	96
2022 Q2	$153K	Hold	2,534	–	–	0.11%	100
2022 Q1	$162K	Hold	2,534	–	–	0.11%	95
2021 Q4	$169K	Buy	+2,534	New	+$160K	0.11%	95

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Pacifica Partners's DLN Position: Q2 2024 in Review

Pacifica Partners sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2024, closing a stake of 784 shares — an estimated $55.8K sold.

Pacifica Partners first reported a position in DLN in Q4 2021 and held it in 10 quarters. The position peaked at $169K in Q4 2021. 365 funds tracked by Wall St. Rank hold DLN as of Q2 2024.

Pacifica Partners reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Pacifica Partners sold 784 WisdomTree US LargeCap Dividend Fund shares in Q2 2024, an estimated $55.8K.
Pacifica Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and held it in 10 quarters.
Pacifica Partners's WisdomTree US LargeCap Dividend Fund position peaked at $169K in Q4 2021.
365 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2024.

Based on Pacifica Partners's 13F filing for Q2 2024, filed 11 Jul 2024.