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TrustCore Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

TrustCore Financial Services’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
2022
Q1 		– Sell
-360
Closed -$24K – 1042
2021
Q4 		$24K Hold
360
– – ﹤0.01% 577
2021
Q3 		$21K Buy
+360
New +$22.2K ﹤0.01% 635

Other funds holding DLN

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TrustCore Financial Services's DLN Position: Q1 2022 in Review

TrustCore Financial Services sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2022, closing a stake of 360 shares — an estimated $24K sold.

TrustCore Financial Services first reported a position in DLN in Q3 2021 and held it in 2 quarters. The position peaked at $24K in Q4 2021. 303 funds tracked by Wall St. Rank hold DLN as of Q1 2022.

  • TrustCore Financial Services reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 360 WisdomTree US LargeCap Dividend Fund shares in Q1 2022, an estimated $24K.
  • TrustCore Financial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and held it in 2 quarters.
  • TrustCore Financial Services's WisdomTree US LargeCap Dividend Fund position peaked at $24K in Q4 2021.
  • 303 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2022.

Based on TrustCore Financial Services's 13F filing for Q1 2022, filed 9 May 2022.