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S.A. Mason’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

S.A. Mason’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
2020
Q1 		– Sell
-40
Closed -$2K – 407
2019
Q4 		$2K Buy
+40
New +$2.04K ﹤0.01% 418

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

S.A. Mason's DLN Position: Q1 2020 in Review

S.A. Mason sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2020, closing a stake of 40 shares — an estimated $2K sold.

S.A. Mason first reported a position in DLN in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 228 funds tracked by Wall St. Rank hold DLN as of Q1 2020.

  • S.A. Mason reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • S.A. Mason sold 40 WisdomTree US LargeCap Dividend Fund shares in Q1 2020, an estimated $2K.
  • S.A. Mason first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • S.A. Mason's WisdomTree US LargeCap Dividend Fund position peaked at $2K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2020.

Based on S.A. Mason's 13F filing for Q1 2020, filed 14 May 2020.