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Traverso Chambers Private Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Traverso Chambers Private 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
2023
Q4 		$16.9M Buy
254,800
+5,290
+2% +$332K 4.11% 8
2023
Q3 		$15.3M Sell
249,510
-115
-0% -$7.34K 4.1% 7
2023
Q2 		$15.9M Buy
249,625
+2,008
+0.8% +$125K 4.17% 8
2023
Q1 		$15.3M Buy
247,617
+3,676
+2% +$228K 4.2% 8
2022
Q4 		$15.1M Sell
243,941
-558
-0.2% -$34.1K 4.34% 7
2022
Q3 		$13.5M Buy
244,499
+107,122
+78% +$6.49M 4.14% 7
2022
Q2 		$8.12M Sell
137,377
-314
-0.2% -$19.7K 2.71% 10
2022
Q1 		$9.05M Buy
137,691
+1,171
+0.9% +$75.8K 2.7% 12
2021
Q4 		$9.02M Buy
136,520
+926
+0.7% +$58.6K 2.67% 10
2021
Q3 		$8.09M Buy
135,594
+1,122
+0.8% +$69.1K 2.52% 10
2021
Q2 		$8.09M Sell
134,472
-28
-0% -$1.67K 2.55% 11
2021
Q1 		$7.71M Sell
134,500
-116
-0.1% -$6.38K 2.6% 11
2020
Q4 		$7.24M Sell
134,616
-1,198
-0.9% -$61.3K 2.6% 12
2020
Q3 		$6.59M Buy
135,814
+3,220
+2% +$156K 2.55% 12
2020
Q2 		$6.16M Buy
132,594
+3,376
+3% +$152K 2.58% 12
2020
Q1 		$5.23M Buy
129,218
+7,874
+6% +$386K 2.46% 12
2019
Q4 		$6.43M Sell
121,344
-130,764
-52% -$6.66M 2.73% 13
2019
Q3 		$12.5M Buy
252,108
+11,000
+5% +$536K 5.97% 5
2019
Q2 		$11.8M Sell
241,108
-33,812
-12% -$1.61M 5.76% 5
2019
Q1 		$13M Buy
274,920
+3,104
+1% +$141K 6.35% 5
2018
Q4 		$11.5M Buy
+271,816
New +$12.3M 6.2% 5

Other funds holding DLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Traverso Chambers Private Wealth Management's DLN Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.1% in Q4 2023, buying an estimated $332K and bringing the position to 254,800 shares worth $16.9M. The position accounts for 4.11% of the portfolio, ranked #8.

Traverso Chambers Private Wealth Management first reported a position in DLN in Q4 2018 and has held it in 21 quarters since. 365 funds tracked by Wall St. Rank hold DLN as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 254,800 shares of WisdomTree US LargeCap Dividend Fund worth $16.9M as of Q4 2023.
  • Traverso Chambers Private Wealth Management bought 5,290 WisdomTree US LargeCap Dividend Fund shares in Q4 2023, an estimated $332K.
  • WisdomTree US LargeCap Dividend Fund made up 4.11% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #8 holding.
  • Traverso Chambers Private Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and has held it in 21 quarters since.
  • 365 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.