RIA
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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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return