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Stonebridge Capital Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Stonebridge Capital 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
2022
Q2 		– Sell
-350
Closed -$23K – 937
2022
Q1 		$23K Hold
350
– – ﹤0.01% 512
2021
Q4 		$23K Hold
350
– – ﹤0.01% 484
2021
Q3 		$21K Sell
350
-350
-50% -$21.6K ﹤0.01% 480
2021
Q2 		$41K Buy
700
+350
+100% +$20.9K ﹤0.01% 501
2021
Q1 		$20K Buy
+350
New +$19.2K ﹤0.01% 501
2020
Q3 		– Sell
-500
Closed -$23K – 317
2020
Q2 		$23K Sell
500
-260
-34% -$11.7K ﹤0.01% 380
2020
Q1 		$31K Hold
760
– – 0.01% 312
2019
Q4 		$40K Buy
+760
New +$38.7K 0.01% 350

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Ameriprise
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Bank of America
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GW
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return