Stewardship Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Stewardship Financial Advisors’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
2021 Q1	$204K	Buy	+3,552	New	+$195K	0.07%	63

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

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

RJFSA

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

Stewardship Financial Advisors's DLN Position: Q1 2021 in Review

Stewardship Financial Advisors opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2021: 3,552 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #63 among its holdings.

245 funds tracked by Wall St. Rank hold DLN as of Q1 2021.

Stewardship Financial Advisors held 3,552 shares of WisdomTree US LargeCap Dividend Fund worth $204K as of Q1 2021.
WisdomTree US LargeCap Dividend Fund was a new Stewardship Financial Advisors position in Q1 2021.
WisdomTree US LargeCap Dividend Fund made up 0.07% of Stewardship Financial Advisors's portfolio in Q1 2021, its #63 holding.
245 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.