Riverview Trust Company’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Riverview Trust Company’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	-44	Closed	-$3.2K	–	827
2024 Q2	$3.2K	Hold	44	–	–	﹤0.01%	612
2024 Q1	$3.18K	Buy	+44	New	+$3.02K	﹤0.01%	635
2023 Q4	–	Sell	-44	Closed	-$2.71K	–	233
2023 Q3	$2.71K	Hold	44	–	–	﹤0.01%	666
2023 Q2	$2.8K	Hold	44	–	–	﹤0.01%	671
2023 Q1	$2.72K	Hold	44	–	–	﹤0.01%	696
2022 Q4	$3K	Hold	44	–	–	﹤0.01%	687
2022 Q3	$2K	Hold	44	–	–	﹤0.01%	703
2022 Q2	$3K	Hold	44	–	–	﹤0.01%	704
2022 Q1	$3K	Hold	44	–	–	﹤0.01%	715
2021 Q4	$3K	Hold	44	–	–	﹤0.01%	233
2021 Q3	$3K	Hold	44	–	–	﹤0.01%	234
2021 Q2	$3K	Hold	44	–	–	﹤0.01%	222
2021 Q1	$3K	Hold	44	–	–	﹤0.01%	217
2020 Q4	$2K	Hold	44	–	–	﹤0.01%	219
2020 Q3	$2K	Hold	44	–	–	﹤0.01%	235
2020 Q2	$2K	Hold	44	–	–	﹤0.01%	251
2020 Q1	$2K	Hold	44	–	–	﹤0.01%	260
2019 Q4	$2K	Hold	44	–	–	﹤0.01%	263
2019 Q3	$2K	Hold	44	–	–	﹤0.01%	267
2019 Q2	$2K	Hold	44	–	–	﹤0.01%	261
2019 Q1	$2K	Buy	+44	New	+$2K	﹤0.01%	383

Other funds holding DLN

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GVAG

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

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

Riverview Trust Company's DLN Position: Q3 2024 in Review

Riverview Trust Company sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2024, closing a stake of 44 shares — an estimated $3.2K sold.

Riverview Trust Company first reported a position in DLN in Q1 2019 and held it in 21 quarters. The position peaked at $3.2K in Q2 2024. 377 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

Riverview Trust Company reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Riverview Trust Company sold 44 WisdomTree US LargeCap Dividend Fund shares in Q3 2024, an estimated $3.2K.
Riverview Trust Company first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2019 and held it in 21 quarters.
Riverview Trust Company's WisdomTree US LargeCap Dividend Fund position peaked at $3.2K in Q2 2024.
377 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

Based on Riverview Trust Company's 13F filing for Q3 2024, filed 18 Oct 2024.