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Prime Capital Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Prime Capital Investment 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
2022
Q4 		– Sell
-3,827
Closed -$211K – 528
2022
Q3 		$211K Sell
3,827
-270
-7% -$16.4K 0.01% 369
2022
Q2 		$242K Buy
+4,097
New +$258K 0.01% 325

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 $377B AUM 19.32% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Prime Capital Investment Advisors's DLN Position: Q4 2022 in Review

Prime Capital Investment Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2022, closing a stake of 3,827 shares — an estimated $211K sold.

Prime Capital Investment Advisors first reported a position in DLN in Q2 2022 and held it in 2 quarters. The position peaked at $242K in Q2 2022. 333 funds tracked by Wall St. Rank hold DLN as of Q4 2022.

  • Prime Capital Investment Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 3,827 WisdomTree US LargeCap Dividend Fund shares in Q4 2022, an estimated $211K.
  • Prime Capital Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and held it in 2 quarters.
  • Prime Capital Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $242K in Q2 2022.
  • 333 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2022.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.