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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
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
GW & Wade
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Evercore Wealth Management
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 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.