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

Reby 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
2020
Q4 		$35K Buy
+644
New +$33K 0.01% 265

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

Reby Advisors's DLN Position: Q4 2020 in Review

Reby Advisors opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2020: 644 shares worth $35K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings.

240 funds tracked by Wall St. Rank hold DLN as of Q4 2020.

  • Reby Advisors held 644 shares of WisdomTree US LargeCap Dividend Fund worth $35K as of Q4 2020.
  • WisdomTree US LargeCap Dividend Fund was a new Reby Advisors position in Q4 2020.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #265 holding.
  • 240 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.