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Regent Peak Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-192
Closed -$10K – 356
2020
Q4 		$10K Buy
+192
New +$9.83K ﹤0.01% 558

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Regent Peak Wealth Advisors's DLN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2021, closing a stake of 192 shares — an estimated $10K sold.

Regent Peak Wealth Advisors first reported a position in DLN in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 244 funds tracked by Wall St. Rank hold DLN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 192 WisdomTree US LargeCap Dividend Fund shares in Q1 2021, an estimated $10K.
  • Regent Peak Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $10K in Q4 2020.
  • 244 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.