Peterson Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Peterson Financial 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
2024 Q3	$1.04K	Buy	+13	New	+$981	﹤0.01%	395

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GVAG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Peterson Financial Group's DLN Position: Q3 2024 in Review

Peterson Financial Group opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2024: 13 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings.

377 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

Peterson Financial Group held 13 shares of WisdomTree US LargeCap Dividend Fund worth $1.04K as of Q3 2024.
WisdomTree US LargeCap Dividend Fund was a new Peterson Financial Group position in Q3 2024.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #395 holding.
377 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.