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Raab & Moskowitz Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Raab & Moskowitz Asset 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
Q1 		– Sell
-102
Closed -$5K – 226
2019
Q4 		$5K Buy
+102
New +$5.2K ﹤0.01% 446
2019
Q1 		– Sell
-6,756
Closed -$285K – 167
2018
Q4 		$285K Buy
+6,756
New +$306K 0.14% 128

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
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Raab & Moskowitz Asset Management's DLN Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2020, closing a stake of 102 shares — an estimated $5K sold.

Raab & Moskowitz Asset Management first reported a position in DLN in Q4 2018 and held it in 2 quarters. The position peaked at $285K in Q4 2018. 228 funds tracked by Wall St. Rank hold DLN as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 102 WisdomTree US LargeCap Dividend Fund shares in Q1 2020, an estimated $5K.
  • Raab & Moskowitz Asset Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's WisdomTree US LargeCap Dividend Fund position peaked at $285K in Q4 2018.
  • 228 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.