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 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

True Wealth Design's DLN Position: Q3 2024 in Review

True Wealth Design sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2024, closing a stake of 44,631 shares — an estimated $3.25M sold.

True Wealth Design first reported a position in DLN in Q4 2022 and held it in 7 quarters. The position peaked at $3.25M in Q2 2024. 377 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

True Wealth Design reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
True Wealth Design sold 44,631 WisdomTree US LargeCap Dividend Fund shares in Q3 2024, an estimated $3.25M.
True Wealth Design first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and held it in 7 quarters.
True Wealth Design's WisdomTree US LargeCap Dividend Fund position peaked at $3.25M in Q2 2024.
377 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.