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

Realta 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
2024 Q3	–	Sell	-289	Closed	-$21K	–	430
2024 Q2	$21K	Buy	289 +75	+35%	+$5.34K	﹤0.01%	616
2024 Q1	$15.4K	Buy	+214	New	+$14.7K	﹤0.01%	665
2023 Q1	–	Sell	-214	Closed	-$13.3K	–	492
2022 Q4	$13.3K	Hold	214	–	–	﹤0.01%	687
2022 Q3	$12K	Buy	+214	New	+$13K	﹤0.01%	665
2020 Q1	–	Sell	-214	Closed	-$11K	–	559
2019 Q4	$11K	Hold	214	–	–	﹤0.01%	1103
2019 Q3	$11K	Buy	+214	New	+$10.4K	﹤0.01%	1083

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Realta Investment Advisors's DLN Position: Q3 2024 in Review

Realta Investment Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2024, closing a stake of 289 shares — an estimated $21K sold.

Realta Investment Advisors first reported a position in DLN in Q3 2019 and held it in 6 quarters. The position peaked at $21K in Q2 2024. 377 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

Realta Investment Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 289 WisdomTree US LargeCap Dividend Fund shares in Q3 2024, an estimated $21K.
Realta Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2019 and held it in 6 quarters.
Realta Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $21K in Q2 2024.
377 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.