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Sowa Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sowa Financial Group’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 		– Sell
-40
Closed -$2K – 260
2020
Q2 		$2K Hold
40
– – ﹤0.01% 319
2020
Q1 		$2K Hold
40
– – ﹤0.01% 309
2019
Q4 		$2K Buy
+40
New +$2.04K ﹤0.01% 324

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowa Financial Group's DLN Position: Q3 2020 in Review

Sowa Financial Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2020, closing a stake of 40 shares — an estimated $2K sold.

Sowa Financial Group first reported a position in DLN in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 218 funds tracked by Wall St. Rank hold DLN as of Q3 2020.

  • Sowa Financial Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 40 WisdomTree US LargeCap Dividend Fund shares in Q3 2020, an estimated $2K.
  • Sowa Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's WisdomTree US LargeCap Dividend Fund position peaked at $2K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.