PWM
DLN icon

Provident Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Provident Wealth Management’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 		– Sell
-520
Closed -$25K – 118
2020
Q3 		$25K Buy
+520
New +$25.3K 0.03% 124

Other funds holding DLN

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GW
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Provident Wealth Management's DLN Position: Q4 2020 in Review

Provident Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2020, closing a stake of 520 shares — an estimated $25K sold.

Provident Wealth Management first reported a position in DLN in Q3 2020 and held it in 1 quarter. The position peaked at $25K in Q3 2020. 240 funds tracked by Wall St. Rank hold DLN as of Q4 2020.

  • Provident Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 520 WisdomTree US LargeCap Dividend Fund shares in Q4 2020, an estimated $25K.
  • Provident Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $25K in Q3 2020.
  • 240 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.