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Private Wealth Advisors (Pennsylvania)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q4 		$2.64M Buy
49,112
+10,440
+27% +$534K 1.5% 18
2020
Q3 		$1.88M Sell
38,672
-846
-2% -$41.1K 1.2% 22
2020
Q2 		$1.83M Sell
39,518
-1,328
-3% -$59.8K 1.25% 22
2020
Q1 		$1.79M Buy
40,846
+228
+0.6% +$11.2K 1.36% 20
2019
Q4 		$2.15M Sell
40,618
-8,574
-17% -$437K 1.15% 28
2019
Q3 		$2.44M Sell
49,192
-14,794
-23% -$721K 1.24% 24
2019
Q2 		$3.1M Sell
63,986
-3,770
-6% -$180K 1.1% 29
2019
Q1 		$3.19M Sell
67,756
-18,126
-21% -$825K 1.19% 27
2018
Q4 		$3.63M Sell
85,882
-22
-0% -$996 1.57% 19
2018
Q3 		$4.1M Sell
85,904
-1,776
-2% -$83.3K 1.51% 19
2018
Q2 		$3.94M Sell
87,680
-58
-0.1% -$2.6K 1.57% 20
2018
Q1 		$3.88M Sell
87,738
-7,590
-8% -$350K 1.56% 18
2017
Q4 		$4.39M Buy
95,328
+216
+0.2% +$9.68K 1.7% 16
2017
Q3 		$4.13M Sell
95,112
-4,622
-5% -$197K 1.7% 16
2017
Q2 		$4.19M Buy
99,734
+1,732
+2% +$72.4K 1.8% 14
2017
Q1 		$4.06M Sell
98,002
-1,790
-2% -$73.4K 1.82% 14
2016
Q4 		$3.99M Sell
99,792
-1,130
-1% -$43.8K 1.85% 16
2016
Q3 		$3.88M Buy
100,922
+130
+0.1% +$5.02K 1.84% 15
2016
Q2 		$3.82M Buy
100,792
+4,372
+5% +$162K 1.87% 15
2016
Q1 		$3.54M Buy
96,420
+466
+0.5% +$16.2K 1.88% 14
2015
Q4 		$3.41M Sell
95,954
-45,086
-32% -$1.61M 1.92% 15
2015
Q3 		$4.75M Sell
141,040
-1,468
-1% -$51.9K 2.37% 8
2015
Q2 		$5.17M Sell
142,508
-12,642
-8% -$470K 2.35% 7
2015
Q1 		$5.69M Sell
155,150
-732
-0.5% -$27K 2.66% 6
2014
Q4 		$5.78M Buy
155,882
+11,568
+8% +$420K 2.79% 6
2014
Q3 		$5.13M Sell
144,314
-20
-0% -$712 2.71% 7
2014
Q2 		$5.11M Buy
144,334
+2,896
+2% +$99.9K 2.62% 7
2014
Q1 		$4.78M Sell
141,438
-16,100
-10% -$528K 2.6% 7
2013
Q4 		$5.24M Sell
157,538
-8,502
-5% -$273K 2.86% 6
2013
Q3 		$5.08M Buy
166,040
+1,378
+0.8% +$42.5K 3% 5
2013
Q2 		$4.92M Buy
+164,662
New +$4.97M 3.06% 6

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s DLN Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 27% in Q4 2020, buying an estimated $534K and bringing the position to 49,112 shares worth $2.64M. The position accounts for 1.5% of the portfolio, ranked #18.

Private Wealth Advisors (Pennsylvania) first reported a position in DLN in Q2 2013 and has held it in 31 quarters since. The position peaked at $5.78M in Q4 2014. 240 funds tracked by Wall St. Rank hold DLN as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 49,112 shares of WisdomTree US LargeCap Dividend Fund worth $2.64M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) bought 10,440 WisdomTree US LargeCap Dividend Fund shares in Q4 2020, an estimated $534K.
  • WisdomTree US LargeCap Dividend Fund made up 1.5% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #18 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s WisdomTree US LargeCap Dividend Fund position peaked at $5.78M in Q4 2014.
  • 240 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.