RWB
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RMR Wealth Builders’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-94
Closed -$5K – 304
2021
Q1 		$5K Buy
+94
New +$5.17K ﹤0.01% 665

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RMR Wealth Builders's DLN Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2021, closing a stake of 94 shares — an estimated $5K sold.

RMR Wealth Builders first reported a position in DLN in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 254 funds tracked by Wall St. Rank hold DLN as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 94 WisdomTree US LargeCap Dividend Fund shares in Q2 2021, an estimated $5K.
  • RMR Wealth Builders first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree US LargeCap Dividend Fund position peaked at $5K in Q1 2021.
  • 254 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.