Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SIA
Starfire Investment Advisers’s
WisdomTree US LargeCap Dividend Fund
DLN
Stock Holding History
Starfire Investment Advisers’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
$643K
Hold
13,858
–
–
0.31%
81
2020
Q1
$560K
Sell
13,858
-460
-3%
-$22.5K
0.31%
79
2019
Q4
$758K
Sell
14,318
-90
-0.6%
-$4.59K
0.29%
78
2019
Q3
$713K
Hold
14,408
–
–
0.29%
80
2019
Q2
$698K
Sell
14,408
-2,300
-14%
-$110K
0.31%
76
2019
Q1
$787K
Hold
16,708
–
–
0.36%
66
2018
Q4
$705K
Buy
16,708
+2,146
+15%
+$97.2K
0.38%
62
2018
Q3
$694K
Sell
14,562
-2,146
-13%
-$101K
0.34%
64
2018
Q2
$749K
Hold
16,708
–
–
0.38%
63
2018
Q1
$739K
Buy
+16,708
New
+$770K
0.38%
62
2017
Q4
–
Sell
-16,736
Closed
-$726K
–
163
2017
Q3
$726K
Hold
16,736
–
–
0.44%
51
2017
Q2
$703K
Hold
16,736
–
–
0.41%
53
2017
Q1
$691K
Buy
16,736
+250
+2%
+$10.2K
0.37%
56
2016
Q4
$659K
Hold
16,486
–
–
0.38%
58
2016
Q3
$635K
Sell
16,486
-280
-2%
-$10.8K
0.38%
59
2016
Q2
$635K
Hold
16,766
–
–
0.44%
51
2016
Q1
$615K
Hold
16,766
–
–
0.4%
56
2015
Q4
$596K
Sell
16,766
-650
-4%
-$23.3K
0.41%
58
2015
Q3
$586K
Sell
17,416
-440
-2%
-$15.5K
0.43%
56
2015
Q2
$647K
Buy
17,856
+30
+0.2%
+$1.12K
0.43%
56
2015
Q1
$653K
Buy
+17,826
New
+$658K
0.43%
55
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
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
$75B AUM
31.89%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
SWP
Stratos Wealth Partners
Beachwood, Ohio
$8.8B AUM
21.82%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close