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Thrive Capital Management (Pennsylvania)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Thrive Capital Management (Pennsylvania)’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
Q2 		– Sell
-66,357
Closed -$3.28M – 188
2024
Q1 		$3.28M Buy
+66,357
New +$4.56M 1.75% 7

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s DLN Position: Q2 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2024, closing a stake of 66,357 shares — an estimated $3.28M sold.

Thrive Capital Management (Pennsylvania) first reported a position in DLN in Q1 2024 and held it in 1 quarter. The position peaked at $3.28M in Q1 2024. 364 funds tracked by Wall St. Rank hold DLN as of Q2 2024.

  • Thrive Capital Management (Pennsylvania) reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 66,357 WisdomTree US LargeCap Dividend Fund shares in Q2 2024, an estimated $3.28M.
  • Thrive Capital Management (Pennsylvania) first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and held it in 1 quarter.
  • Thrive Capital Management (Pennsylvania)'s WisdomTree US LargeCap Dividend Fund position peaked at $3.28M in Q1 2024.
  • 364 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2024, filed 9 Aug 2024.