Sowell Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sowell Financial 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
2023 Q2	–	Sell	-8,354	Closed	-$517K	–	617
2023 Q1	$517K	Buy	+8,354	New	+$519K	0.04%	421
2021 Q2	–	Sell	-158	Closed	-$10K	–	1070
2021 Q1	$10K	Sell	158 -568	-78%	-$31.2K	﹤0.01%	2309
2020 Q4	$39K	Hold	726	–	–	﹤0.01%	1491
2020 Q3	$35K	Hold	726	–	–	﹤0.01%	1333
2020 Q2	$34K	Hold	726	–	–	﹤0.01%	1288
2020 Q1	$29K	Hold	726	–	–	﹤0.01%	1255
2019 Q4	$38K	Sell	726 -6,466	-90%	-$330K	﹤0.01%	1230
2019 Q3	$356K	Buy	+7,192	New	+$351K	0.03%	492
2019 Q1	$429K	Hold	9,116	–	–	0.05%	369
2018 Q4	$385K	Buy	+9,116	New	+$413K	0.05%	327

Other funds holding DLN

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sowell Financial Services's DLN Position: Q2 2023 in Review

Sowell Financial Services sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2023, closing a stake of 8,354 shares — an estimated $517K sold.

Sowell Financial Services first reported a position in DLN in Q4 2018 and held it in 10 quarters. The position peaked at $517K in Q1 2023. 342 funds tracked by Wall St. Rank hold DLN as of Q2 2023.

Sowell Financial Services reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 8,354 WisdomTree US LargeCap Dividend Fund shares in Q2 2023, an estimated $517K.
Sowell Financial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and held it in 10 quarters.
Sowell Financial Services's WisdomTree US LargeCap Dividend Fund position peaked at $517K in Q1 2023.
342 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.