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Safeguard Financial’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-180
Closed -$11K – 188
2023
Q2 		$11K Buy
+180
New +$11.2K 0.01% 323

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Safeguard Financial's DLN Position: Q3 2023 in Review

Safeguard Financial sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2023, closing a stake of 180 shares — an estimated $11K sold.

Safeguard Financial first reported a position in DLN in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 339 funds tracked by Wall St. Rank hold DLN as of Q3 2023.

  • Safeguard Financial reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 180 WisdomTree US LargeCap Dividend Fund shares in Q3 2023, an estimated $11K.
  • Safeguard Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's WisdomTree US LargeCap Dividend Fund position peaked at $11K in Q2 2023.
  • 339 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.