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VisionPoint Advisory Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

VisionPoint Advisory Group’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
2020
Q4 		– Sell
-68,324
Closed -$3.31M – 146
2020
Q3 		$3.31M Sell
68,324
-50
-0.1% -$2.43K 1.43% 10
2020
Q2 		$3.27M Buy
+68,374
New +$3.08M 1.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VisionPoint Advisory Group's DLN Position: Q4 2020 in Review

VisionPoint Advisory Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2020, closing a stake of 68,324 shares — an estimated $3.31M sold.

VisionPoint Advisory Group first reported a position in DLN in Q2 2020 and held it in 2 quarters. The position peaked at $3.31M in Q3 2020. 240 funds tracked by Wall St. Rank hold DLN as of Q4 2020.

  • VisionPoint Advisory Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • VisionPoint Advisory Group sold 68,324 WisdomTree US LargeCap Dividend Fund shares in Q4 2020, an estimated $3.31M.
  • VisionPoint Advisory Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2020 and held it in 2 quarters.
  • VisionPoint Advisory Group's WisdomTree US LargeCap Dividend Fund position peaked at $3.31M in Q3 2020.
  • 240 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2020.

Based on VisionPoint Advisory Group's 13F filing for Q4 2020, filed 8 Feb 2021.