Shine Investment Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Shine Investment Advisory Services’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 Q3	$1.79M	Hold	36,818	–	–	0.61%	22
2020 Q2	$1.71M	Hold	36,818	–	–	0.62%	25
2020 Q1	$1.49M	Hold	36,818	–	–	0.69%	26
2019 Q4	$1.95M	Sell	36,818 -1,932	-5%	-$98.5K	0.78%	27
2019 Q3	$1.92M	Hold	38,750	–	–	0.91%	22
2019 Q2	$1.88M	Hold	38,750	–	–	0.87%	22
2019 Q1	$1.83M	Hold	38,750	–	–	0.85%	21
2018 Q4	$1.64M	Buy	38,750 +850	+2%	+$38.5K	0.81%	25
2018 Q3	$1.81M	Buy	37,900 +120	+0.3%	+$5.63K	0.95%	17
2018 Q2	$1.7M	Hold	37,780	–	–	0.87%	18
2018 Q1	$1.67M	Hold	37,780	–	–	0.89%	17
2017 Q4	$1.74M	Hold	37,780	–	–	0.87%	19
2017 Q3	$1.64M	Hold	37,780	–	–	0.85%	18
2017 Q2	$1.59M	Sell	37,780 -106	-0.3%	-$4.43K	0.81%	18
2017 Q1	$1.57M	Sell	37,886 -530	-1%	-$21.7K	1.04%	17
2016 Q4	$1.53M	Sell	38,416 -486	-1%	-$18.8K	1.27%	15
2016 Q3	$1.5M	Hold	38,902	–	–	1.32%	15
2016 Q2	$1.47M	Sell	38,902 -1,250	-3%	-$46.3K	1.69%	13
2016 Q1	$1.47M	Sell	40,152 -1,100	-3%	-$38.2K	1.66%	15
2015 Q4	$1.47M	Hold	41,252	–	–	1.45%	15
2015 Q3	$1.39M	Buy	+41,252	New	+$1.46M	1.6%	14
2015 Q2	–	Sell	-41,252	Closed	-$1.51M	–	22
2015 Q1	$1.51M	Hold	41,252	–	–	1.39%	15
2014 Q4	$1.53M	Sell	41,252 -234	-0.6%	-$8.5K	1.72%	14
2014 Q3	$1.48M	Sell	41,486 -170	-0.4%	-$6.05K	1.72%	14
2014 Q2	$1.48M	Buy	+41,656	New	+$1.44M	1.71%	14

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Shine Investment Advisory Services's DLN Position: Q3 2020 in Review

Shine Investment Advisory Services held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2020 at 36,818 shares worth $1.79M. The position accounts for 0.61% of the portfolio, ranked #22.

Shine Investment Advisory Services first reported a position in DLN in Q2 2014 and has held it in 25 quarters since. The position peaked at $1.95M in Q4 2019. 218 funds tracked by Wall St. Rank hold DLN as of Q3 2020.

Shine Investment Advisory Services held 36,818 shares of WisdomTree US LargeCap Dividend Fund worth $1.79M as of Q3 2020.
Shine Investment Advisory Services left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2020.
WisdomTree US LargeCap Dividend Fund made up 0.61% of Shine Investment Advisory Services's portfolio in Q3 2020, its #22 holding.
Shine Investment Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2014 and has held it in 25 quarters since.
Shine Investment Advisory Services's WisdomTree US LargeCap Dividend Fund position peaked at $1.95M in Q4 2019.
218 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.