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TRUADVICE’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

TRUADVICE’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
Q3 		$1.61M Sell
26,095
-1,148
-4% -$73.3K 0.63% 44
2023
Q2 		$1.75M Buy
27,243
+1,548
+6% +$96K 0.64% 44
2023
Q1 		$1.61M Buy
25,695
+20,954
+442% +$1.3M 0.64% 47
2022
Q4 		$301K Buy
4,741
+576
+14% +$35.2K 0.16% 121
2022
Q3 		$255K Buy
+4,165
New +$253K 0.14% 117

Other funds holding DLN

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

TRUADVICE's DLN Position: Q3 2023 in Review

TRUADVICE reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4.2% in Q3 2023, selling an estimated $73.3K and leaving 26,095 shares worth $1.61M. The position accounts for 0.63% of the portfolio, ranked #44.

TRUADVICE first reported a position in DLN in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.75M in Q2 2023. 339 funds tracked by Wall St. Rank hold DLN as of Q3 2023.

  • TRUADVICE held 26,095 shares of WisdomTree US LargeCap Dividend Fund worth $1.61M as of Q3 2023.
  • TRUADVICE sold 1,148 WisdomTree US LargeCap Dividend Fund shares in Q3 2023, an estimated $73.3K.
  • WisdomTree US LargeCap Dividend Fund made up 0.63% of TRUADVICE's portfolio in Q3 2023, its #44 holding.
  • TRUADVICE first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2022 and has held it in 5 quarters since.
  • TRUADVICE's WisdomTree US LargeCap Dividend Fund position peaked at $1.75M in Q2 2023.
  • 339 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.