Relative Value Partners Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Relative Value Partners Group’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 Q2	$10.3M	Buy	+141,082	New	+$10M	1.33%	12

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

GVAG

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

Relative Value Partners Group's DLN Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2024: 141,082 shares worth $10.3M. The stake represents 1.33% of the portfolio and ranks #12 among its holdings.

365 funds tracked by Wall St. Rank hold DLN as of Q2 2024.

Relative Value Partners Group held 141,082 shares of WisdomTree US LargeCap Dividend Fund worth $10.3M as of Q2 2024.
WisdomTree US LargeCap Dividend Fund was a new Relative Value Partners Group position in Q2 2024.
WisdomTree US LargeCap Dividend Fund made up 1.33% of Relative Value Partners Group's portfolio in Q2 2024, its #12 holding.
365 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.