Total Clarity Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-286	Closed	-$17K	–	398
2022 Q2	$17K	Buy	+286	New	+$18K	0.01%	572
2022 Q1	–	Sell	-286	Closed	-$19K	–	374
2021 Q4	$19K	Hold	286	–	–	0.01%	573
2021 Q3	$17K	Buy	+286	New	+$17.6K	0.01%	579
2021 Q2	–	Sell	-286	Closed	-$16K	–	319
2021 Q1	$16K	Buy	+286	New	+$15.7K	0.01%	487
2020 Q1	–	Sell	-286	Closed	-$15K	–	210
2019 Q4	$15K	Buy	+286	New	+$14.6K	0.01%	435

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

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

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

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

EWM

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

Total Clarity Wealth Management's DLN Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2022, closing a stake of 286 shares — an estimated $17K sold.

Total Clarity Wealth Management first reported a position in DLN in Q4 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2021. 308 funds tracked by Wall St. Rank hold DLN as of Q3 2022.

Total Clarity Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 286 WisdomTree US LargeCap Dividend Fund shares in Q3 2022, an estimated $17K.
Total Clarity Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $19K in Q4 2021.
308 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.