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Simplicity Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Simplicity Solutions’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
-100,908
Closed -$5.42M – 586
2020
Q4 		$5.42M Buy
+100,908
New +$5.17M 0.08% 215
2020
Q1 		– Sell
-13,058
Closed -$692K – 748
2019
Q4 		$692K Buy
+13,058
New +$665K 0.02% 466

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Simplicity Solutions's DLN Position: Q1 2021 in Review

Simplicity Solutions sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2021, closing a stake of 100,908 shares — an estimated $5.42M sold.

Simplicity Solutions first reported a position in DLN in Q4 2019 and held it in 2 quarters. The position peaked at $5.42M in Q4 2020. 244 funds tracked by Wall St. Rank hold DLN as of Q1 2021.

  • Simplicity Solutions reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 100,908 WisdomTree US LargeCap Dividend Fund shares in Q1 2021, an estimated $5.42M.
  • Simplicity Solutions first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and held it in 2 quarters.
  • Simplicity Solutions's WisdomTree US LargeCap Dividend Fund position peaked at $5.42M in Q4 2020.
  • 244 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.