Red Tortoise LLC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Red Tortoise LLC’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
2023 Q4	–	Sell	-14	Closed	-$861	–	547
2023 Q3	$861	Sell	14 -14	-50%	-$893	﹤0.01%	532
2023 Q2	$1.78K	Sell	28 -44	-61%	-$2.73K	﹤0.01%	479
2023 Q1	$4.45K	Sell	72 -45	-38%	-$2.79K	﹤0.01%	293
2022 Q4	$7.25K	Buy	+117	New	+$7.14K	0.01%	261
2021 Q4	–	Sell	-278	Closed	-$8K	–	191
2021 Q3	$8K	Buy	+278	New	+$17.1K	0.01%	226

Other funds holding DLN

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

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

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Red Tortoise LLC's DLN Position: Q4 2023 in Review

Red Tortoise LLC sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2023, closing a stake of 14 shares — an estimated $861 sold.

Red Tortoise LLC first reported a position in DLN in Q3 2021 and held it in 5 quarters. The position peaked at $8K in Q3 2021. 366 funds tracked by Wall St. Rank hold DLN as of Q4 2023.

Red Tortoise LLC reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
Red Tortoise LLC sold 14 WisdomTree US LargeCap Dividend Fund shares in Q4 2023, an estimated $861.
Red Tortoise LLC first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and held it in 5 quarters.
Red Tortoise LLC's WisdomTree US LargeCap Dividend Fund position peaked at $8K in Q3 2021.
366 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2023.

Based on Red Tortoise LLC's 13F filing for Q4 2023, filed 31 Jan 2024.