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Safeguard Investment Advisory Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-530
Closed -$28K – 227
2020
Q4 		$28K Buy
+530
New +$27.1K 0.02% 264

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Safeguard Investment Advisory Group's DLN Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2021, closing a stake of 530 shares — an estimated $28K sold.

Safeguard Investment Advisory Group first reported a position in DLN in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 245 funds tracked by Wall St. Rank hold DLN as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 530 WisdomTree US LargeCap Dividend Fund shares in Q1 2021, an estimated $28K.
  • Safeguard Investment Advisory Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's WisdomTree US LargeCap Dividend Fund position peaked at $28K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.