SKK
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Shepherd Kaplan Krochuk’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Shepherd Kaplan Krochuk’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
-4,664
Closed -$297K – 54
2023
Q2 		$297K Sell
4,664
-200
-4% -$12.4K 0.23% 48
2023
Q1 		$301K Hold
4,864
– – 0.27% 48
2022
Q4 		$301K Sell
4,864
-317
-6% -$19.4K 0.18% 62
2022
Q3 		$286K Hold
5,181
– – 0.14% 101
2022
Q2 		$306K Hold
5,181
– – 0.13% 120
2022
Q1 		$341K Sell
5,181
-3,777
-42% -$245K 0.13% 122
2021
Q4 		$592K Buy
8,958
+20
+0.2% +$1.26K 0.21% 86
2021
Q3 		$533K Buy
8,938
+20
+0.2% +$1.23K 0.2% 90
2021
Q2 		$536K Buy
8,918
+20
+0.2% +$1.19K 0.19% 91
2021
Q1 		$510K Buy
8,898
+20
+0.2% +$1.1K 0.2% 89
2020
Q4 		$477K Buy
8,878
+28
+0.3% +$1.43K 0.18% 95
2020
Q3 		$429K Buy
8,850
+24
+0.3% +$1.17K 0.18% 90
2020
Q2 		$410K Buy
8,826
+28
+0.3% +$1.26K 0.18% 97
2020
Q1 		$356K Sell
8,798
-760
-8% -$37.2K 0.58% 59
2019
Q4 		$506K Sell
9,558
-20,126
-68% -$1.03M 0.38% 91
2019
Q3 		$1.47M Buy
29,684
+30
+0.1% +$1.46K 1.08% 20
2019
Q2 		$1.44M Sell
29,654
-23,612
-44% -$1.13M 1.02% 23
2019
Q1 		$2.51M Buy
53,266
+10
+0% +$455 1.57% 9
2018
Q4 		$2.25M Sell
53,256
-4,492
-8% -$203K 1.54% 9
2018
Q3 		$2.75M Buy
57,748
+51,258
+790% +$2.4M 1.42% 9
2018
Q2 		$291K Sell
6,490
-452
-7% -$20.3K 0.18% 144
2018
Q1 		$307K Sell
6,942
-2,372
-25% -$109K 0.19% 147
2017
Q4 		$429K Buy
+9,314
New +$417K 0.27% 108

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Shepherd Kaplan Krochuk's DLN Position: Q3 2023 in Review

Shepherd Kaplan Krochuk sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2023, closing a stake of 4,664 shares — an estimated $297K sold.

Shepherd Kaplan Krochuk first reported a position in DLN in Q4 2017 and held it in 23 quarters. The position peaked at $2.75M in Q3 2018. 339 funds tracked by Wall St. Rank hold DLN as of Q3 2023.

  • Shepherd Kaplan Krochuk reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 4,664 WisdomTree US LargeCap Dividend Fund shares in Q3 2023, an estimated $297K.
  • Shepherd Kaplan Krochuk first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 23 quarters.
  • Shepherd Kaplan Krochuk's WisdomTree US LargeCap Dividend Fund position peaked at $2.75M in Q3 2018.
  • 339 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2023.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2023, filed 14 Nov 2023.