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TimeScale Financial’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

TimeScale Financial’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
2020
Q1 		– Sell
-904
Closed -$44.3K – 434
2019
Q4 		$47K Hold
904
– – 0.01% 183
2019
Q3 		$45K Hold
904
– – 0.02% 186
2019
Q2 		$44K Buy
+904
New +$43.1K 0.02% 193

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

TimeScale Financial's DLN Position: Q1 2020 in Review

TimeScale Financial sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2020, closing a stake of 904 shares — an estimated $44.3K sold.

TimeScale Financial first reported a position in DLN in Q2 2019 and held it in 3 quarters. The position peaked at $47K in Q4 2019. 227 funds tracked by Wall St. Rank hold DLN as of Q1 2020.

  • TimeScale Financial reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • TimeScale Financial sold 904 WisdomTree US LargeCap Dividend Fund shares in Q1 2020, an estimated $44.3K.
  • TimeScale Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2019 and held it in 3 quarters.
  • TimeScale Financial's WisdomTree US LargeCap Dividend Fund position peaked at $47K in Q4 2019.
  • 227 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2020.

Based on TimeScale Financial's 13F filing for Q1 2020, filed 9 Apr 2020.