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Perennial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Perennial Advisors’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
2021
Q3 		– Sell
-606
Closed -$36K – 128
2021
Q2 		$36K Hold
606
– – 0.01% 173
2021
Q1 		$35K Hold
606
– – 0.01% 168
2020
Q4 		$33K Buy
+606
New +$31K 0.01% 157
2020
Q3 		– Sell
-556
Closed -$26K – 112
2020
Q2 		$26K Buy
+556
New +$25K 0.01% 160
2019
Q1 		– Sell
-220
Closed -$9K – 106
2018
Q4 		$9K Hold
220
– – 0.01% 166
2018
Q3 		$10K Buy
220
+70
+47% +$3.28K 0.01% 166
2018
Q2 		$7K Buy
+150
New +$6.73K ﹤0.01% 176

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return