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Syntrinsic’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Syntrinsic’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 		$13.4K Hold
171
– – ﹤0.01% 59
2024
Q2 		$12.4K Hold
171
– – ﹤0.01% 62
2024
Q1 		$12.3K Hold
171
– – ﹤0.01% 68
2023
Q4 		$11.3K Hold
171
– – ﹤0.01% 73
2023
Q3 		$10.5K Buy
+171
New +$10.9K 0.01% 65

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Syntrinsic's DLN Position: Q3 2024 in Review

Syntrinsic held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2024 at 171 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #59.

Syntrinsic first reported a position in DLN in Q3 2023 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

  • Syntrinsic held 171 shares of WisdomTree US LargeCap Dividend Fund worth $13.4K as of Q3 2024.
  • Syntrinsic left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2024.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Syntrinsic's portfolio in Q3 2024, its #59 holding.
  • Syntrinsic first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2023 and has held it in 5 quarters since.
  • 376 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

Based on Syntrinsic's 13F filing for Q3 2024, filed 8 Oct 2024.