Sonora Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sonora Investment Management’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	-200	Closed	-$11K	–	1746
2020 Q4	$11K	Sell	200 -428	-68%	-$21.9K	﹤0.01%	1162
2020 Q3	$30K	Hold	628	–	–	﹤0.01%	720
2020 Q2	$29K	Buy	628 +200	+47%	+$9K	﹤0.01%	639
2020 Q1	$17K	Hold	428	–	–	﹤0.01%	824
2019 Q4	$23K	Hold	428	–	–	﹤0.01%	818
2019 Q3	$21K	Hold	428	–	–	﹤0.01%	838
2019 Q2	$21K	Buy	+428	New	+$20.4K	﹤0.01%	844

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sonora Investment Management's DLN Position: Q1 2021 in Review

Sonora Investment Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2021, closing a stake of 200 shares — an estimated $11K sold.

Sonora Investment Management first reported a position in DLN in Q2 2019 and held it in 7 quarters. The position peaked at $30K in Q3 2020. 244 funds tracked by Wall St. Rank hold DLN as of Q1 2021.

Sonora Investment Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Sonora Investment Management sold 200 WisdomTree US LargeCap Dividend Fund shares in Q1 2021, an estimated $11K.
Sonora Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2019 and held it in 7 quarters.
Sonora Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $30K in Q3 2020.
244 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.