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Triad Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-184
Closed -$13.4K – 262
2024
Q2 		$13.4K Buy
+184
New +$13.1K 0.01% 416

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Triad Wealth Partners's DLN Position: Q3 2024 in Review

Triad Wealth Partners sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2024, closing a stake of 184 shares — an estimated $13.4K sold.

Triad Wealth Partners first reported a position in DLN in Q2 2024 and held it in 1 quarter. The position peaked at $13.4K in Q2 2024. 376 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

  • Triad Wealth Partners reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 184 WisdomTree US LargeCap Dividend Fund shares in Q3 2024, an estimated $13.4K.
  • Triad Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $13.4K in Q2 2024.
  • 376 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.