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

Peninsula 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 Q2	–	Sell	-4,662	Closed	-$337K	–	99
2024 Q1	$337K	Hold	4,662	–	–	0.07%	72
2023 Q4	$309K	Hold	4,662	–	–	0.06%	72
2023 Q3	$281K	Hold	4,662	–	–	0.07%	69
2023 Q2	$297K	Hold	4,662	–	–	0.08%	63
2023 Q1	$288K	Sell	4,662 -1,611	-26%	-$100K	0.08%	61
2022 Q4	$389K	Sell	6,273 -99	-2%	-$6.04K	0.12%	45
2022 Q3	$352K	Hold	6,372	–	–	0.12%	44
2022 Q2	$377K	Hold	6,372	–	–	0.13%	39
2022 Q1	$419K	Hold	6,372	–	–	0.12%	40
2021 Q4	$421K	Buy	+6,372	New	+$403K	0.11%	43
2020 Q4	–	Sell	-6,372	Closed	-$309K	–	30
2020 Q3	$309K	Hold	6,372	–	–	0.13%	41
2020 Q2	$296K	Hold	6,372	–	–	0.14%	39
2020 Q1	$258K	Hold	6,372	–	–	0.14%	34
2019 Q4	$338K	Sell	6,372 -348	-5%	-$17.7K	0.16%	25
2019 Q3	$333K	Buy	+6,720	New	+$328K	0.17%	25

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Peninsula Wealth's DLN Position: Q2 2024 in Review

Peninsula Wealth sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2024, closing a stake of 4,662 shares — an estimated $337K sold.

Peninsula Wealth first reported a position in DLN in Q3 2019 and held it in 15 quarters. The position peaked at $421K in Q4 2021. 364 funds tracked by Wall St. Rank hold DLN as of Q2 2024.

Peninsula Wealth reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Peninsula Wealth sold 4,662 WisdomTree US LargeCap Dividend Fund shares in Q2 2024, an estimated $337K.
Peninsula Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2019 and held it in 15 quarters.
Peninsula Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $421K in Q4 2021.
364 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2024.

Based on Peninsula Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.