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Patriot Investment Management Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Patriot Investment Management 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
2020
Q3 		– Sell
-312
Closed -$14.5K – 297
2020
Q2 		$14.5K Buy
+312
New +$14K ﹤0.01% 465

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $6.36B AUM 20.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Investment Management Group's DLN Position: Q3 2020 in Review

Patriot Investment Management Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2020, closing a stake of 312 shares — an estimated $14.5K sold.

Patriot Investment Management Group first reported a position in DLN in Q2 2020 and held it in 1 quarter. The position peaked at $14.5K in Q2 2020. 218 funds tracked by Wall St. Rank hold DLN as of Q3 2020.

  • Patriot Investment Management Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 312 WisdomTree US LargeCap Dividend Fund shares in Q3 2020, an estimated $14.5K.
  • Patriot Investment Management Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's WisdomTree US LargeCap Dividend Fund position peaked at $14.5K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.