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Sharper & Granite’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sharper & Granite’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
Q4 		– Sell
-6,470
Closed -$398K – 99
2023
Q3 		$398K Hold
6,470
– – 0.23% 78
2023
Q2 		$411K Hold
6,470
– – 0.24% 76
2023
Q1 		$400K Hold
6,470
– – 0.24% 75
2022
Q4 		$401K Buy
+6,470
New +$395K 0.27% 73

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Sharper & Granite's DLN Position: Q4 2023 in Review

Sharper & Granite sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2023, closing a stake of 6,470 shares — an estimated $398K sold.

Sharper & Granite first reported a position in DLN in Q4 2022 and held it in 4 quarters. The position peaked at $411K in Q2 2023. 366 funds tracked by Wall St. Rank hold DLN as of Q4 2023.

  • Sharper & Granite reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Sharper & Granite sold 6,470 WisdomTree US LargeCap Dividend Fund shares in Q4 2023, an estimated $398K.
  • Sharper & Granite first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and held it in 4 quarters.
  • Sharper & Granite's WisdomTree US LargeCap Dividend Fund position peaked at $411K in Q2 2023.
  • 366 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2023.

Based on Sharper & Granite's 13F filing for Q4 2023, filed 19 Jan 2024.