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

Ten Capital Wealth 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 Q4	–	Sell	-1,040	Closed	-$62K	–	479
2021 Q3	$62K	Hold	1,040	–	–	0.03%	115
2021 Q2	$63K	Hold	1,040	–	–	0.01%	171
2021 Q1	$59K	Hold	1,040	–	–	0.01%	166
2020 Q4	$56K	Buy	+1,040	New	+$53.2K	0.02%	163

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ten Capital Wealth Advisors's DLN Position: Q4 2021 in Review

Ten Capital Wealth Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2021, closing a stake of 1,040 shares — an estimated $62K sold.

Ten Capital Wealth Advisors first reported a position in DLN in Q4 2020 and held it in 4 quarters. The position peaked at $63K in Q2 2021. 288 funds tracked by Wall St. Rank hold DLN as of Q4 2021.

Ten Capital Wealth Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,040 WisdomTree US LargeCap Dividend Fund shares in Q4 2021, an estimated $62K.
Ten Capital Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and held it in 4 quarters.
Ten Capital Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $63K in Q2 2021.
288 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.