Plimoth Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Plimoth Trust’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 Q2	–	Sell	-13,942	Closed	-$564K	–	163
2020 Q1	$564K	Buy	13,942 +600	+4%	+$29.4K	0.24%	112
2019 Q4	$706K	Sell	13,342 -268	-2%	-$13.7K	0.23%	124
2019 Q3	$675K	Buy	13,610 +558	+4%	+$27.2K	0.22%	127
2019 Q2	$632K	Buy	+13,052	New	+$623K	0.21%	126

Other funds holding DLN

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

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

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

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

EWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Plimoth Trust's DLN Position: Q2 2020 in Review

Plimoth Trust sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2020, closing a stake of 13,942 shares — an estimated $564K sold.

Plimoth Trust first reported a position in DLN in Q2 2019 and held it in 4 quarters. The position peaked at $706K in Q4 2019. 220 funds tracked by Wall St. Rank hold DLN as of Q2 2020.

Plimoth Trust reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Plimoth Trust sold 13,942 WisdomTree US LargeCap Dividend Fund shares in Q2 2020, an estimated $564K.
Plimoth Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2019 and held it in 4 quarters.
Plimoth Trust's WisdomTree US LargeCap Dividend Fund position peaked at $706K in Q4 2019.
220 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2020.

Based on Plimoth Trust's 13F filing for Q2 2020, filed 20 Jul 2020.