TWD
DLN icon

True Wealth Design’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

True Wealth Design’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
-44,631
Closed -$3.25M – 1289
2024
Q2 		$3.25M Sell
44,631
-50
-0.1% -$3.56K 0.8% 17
2024
Q1 		$3.23M Sell
44,681
-621
-1% -$42.6K 0.8% 18
2023
Q4 		$3.01M Sell
45,302
-175
-0.4% -$11K 0.85% 18
2023
Q3 		$2.8M Sell
45,477
-2,931
-6% -$187K 0.94% 18
2023
Q2 		$3.08M Sell
48,408
-259
-0.5% -$16.1K 1.13% 16
2023
Q1 		$3.01M Hold
48,667
– – 1.26% 15
2022
Q4 		$3.01M Buy
+48,667
New +$2.97M 1.39% 13

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 $376B 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 $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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