SPC Financial Inc’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

SPC Financial Inc’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
2024 Q3	–	Sell	-3,600	Closed	-$262K	–	254
2024 Q2	$262K	Buy	+3,600	New	+$256K	0.02%	214
2015 Q3	–	Sell	-157,466	Closed	-$5.71M	–	108
2015 Q2	$5.71M	Sell	157,466 -6,140	-4%	-$228K	1.6%	21
2015 Q1	$6M	Sell	163,606 -18,076	-10%	-$668K	1.65%	17
2014 Q4	$6.74M	Buy	181,682 +38,454	+27%	+$1.4M	1.96%	11
2014 Q3	$5.1M	Buy	143,228 +1,722	+1%	+$61.3K	1.48%	24
2014 Q2	$5.01M	Buy	141,506 +706	+0.5%	+$24.4K	1.4%	25
2014 Q1	$4.76M	Sell	140,800 -150	-0.1%	-$4.92K	1.45%	26
2013 Q4	$4.69M	Sell	140,950 -900	-0.6%	-$28.9K	1.47%	23
2013 Q3	$4.34M	Sell	141,850 -550	-0.4%	-$17K	1.54%	23
2013 Q2	$4.26M	Buy	+142,400	New	+$4.3M	1.65%	19

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

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

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

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

EWM

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPC Financial Inc's DLN Position: Q3 2024 in Review

SPC Financial Inc sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2024, closing a stake of 3,600 shares — an estimated $262K sold.

SPC Financial Inc first reported a position in DLN in Q2 2013 and held it in 10 quarters. The position peaked at $6.74M in Q4 2014. 376 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

SPC Financial Inc reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
SPC Financial Inc sold 3,600 WisdomTree US LargeCap Dividend Fund shares in Q3 2024, an estimated $262K.
SPC Financial Inc first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and held it in 10 quarters.
SPC Financial Inc's WisdomTree US LargeCap Dividend Fund position peaked at $6.74M in Q4 2014.
376 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

Based on SPC Financial Inc's 13F filing for Q3 2024, filed 16 Oct 2024.