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

Squar Milner 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
2020 Q2	–	Sell	-2,240	Closed	-$90K	–	334
2020 Q1	$90K	Hold	2,240	–	–	0.05%	286
2019 Q4	$118K	Buy	+2,240	New	+$114K	0.06%	290
2019 Q3	–	Sell	-3,004	Closed	-$146K	–	336
2019 Q2	$146K	Buy	3,004 +6	+0.2%	+$286	0.1%	208
2019 Q1	$141K	Buy	2,998 +2	+0.1%	+$91	0.1%	212
2018 Q4	$127K	Buy	2,996 +8	+0.3%	+$362	0.12%	193
2018 Q3	$143K	Sell	2,988 -2,438	-45%	-$114K	0.13%	199
2018 Q2	$244K	Buy	5,426 +4	+0.1%	+$180	0.22%	126
2018 Q1	$240K	Buy	5,422 +726	+15%	+$33.5K	0.3%	125
2017 Q4	$227K	Buy	+4,696	New	+$210K	0.27%	131

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

EWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Squar Milner Financial Services's DLN Position: Q2 2020 in Review

Squar Milner Financial Services sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2020, closing a stake of 2,240 shares — an estimated $90K sold.

Squar Milner Financial Services first reported a position in DLN in Q4 2017 and held it in 9 quarters. The position peaked at $244K in Q2 2018. 220 funds tracked by Wall St. Rank hold DLN as of Q2 2020.

Squar Milner Financial Services reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,240 WisdomTree US LargeCap Dividend Fund shares in Q2 2020, an estimated $90K.
Squar Milner Financial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's WisdomTree US LargeCap Dividend Fund position peaked at $244K in Q2 2018.
220 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.