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

Phoenix Wealth 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
Q4 		– Sell
-2,200
Closed -$131K – 174
2021
Q3 		$131K Hold
2,200
– – 0.1% 138
2021
Q2 		$133K Hold
2,200
– – 0.1% 139
2021
Q1 		$127K Hold
2,200
– – 0.1% 138
2020
Q4 		$118K Buy
+2,200
New +$113K 0.09% 137

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Phoenix Wealth Advisors's DLN Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2021, closing a stake of 2,200 shares — an estimated $131K sold.

Phoenix Wealth Advisors first reported a position in DLN in Q4 2020 and held it in 4 quarters. The position peaked at $133K in Q2 2021. 288 funds tracked by Wall St. Rank hold DLN as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 2,200 WisdomTree US LargeCap Dividend Fund shares in Q4 2021, an estimated $131K.
  • Phoenix Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $133K in Q2 2021.
  • 288 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.