TIAA FSB’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

TIAA FSB’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
2023 Q2	–	Sell	-3,493	Closed	-$216K	–	576
2023 Q1	$216K	Sell	3,493 -118	-3%	-$7.32K	﹤0.01%	529
2022 Q4	$224K	Sell	3,611 -398	-10%	-$24.3K	﹤0.01%	522
2022 Q3	$222K	Sell	4,009 -4,597	-53%	-$279K	﹤0.01%	522
2022 Q2	$509K	Buy	+8,606	New	+$541K	﹤0.01%	410

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB's DLN Position: Q2 2023 in Review

TIAA FSB sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2023, closing a stake of 3,493 shares — an estimated $216K sold.

TIAA FSB first reported a position in DLN in Q2 2022 and held it in 4 quarters. The position peaked at $509K in Q2 2022. 341 funds tracked by Wall St. Rank hold DLN as of Q2 2023.

TIAA FSB reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
TIAA FSB sold 3,493 WisdomTree US LargeCap Dividend Fund shares in Q2 2023, an estimated $216K.
TIAA FSB first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and held it in 4 quarters.
TIAA FSB's WisdomTree US LargeCap Dividend Fund position peaked at $509K in Q2 2022.
341 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.