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RAFFA WEALTH MANAGEMENT, LLC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q1 		– Sell
-1,042
Closed -$55.2K – 869
2019
Q4 		$55.2K Hold
1,042
– – 0.02% 121
2019
Q3 		$51.6K Buy
+1,042
New +$50.8K 0.02% 125

Other funds holding DLN

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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
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DLN Position: Q1 2020 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2020, closing a stake of 1,042 shares — an estimated $55.2K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DLN in Q3 2019 and held it in 2 quarters. The position peaked at $55.2K in Q4 2019. 228 funds tracked by Wall St. Rank hold DLN as of Q1 2020.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1,042 WisdomTree US LargeCap Dividend Fund shares in Q1 2020, an estimated $55.2K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2019 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's WisdomTree US LargeCap Dividend Fund position peaked at $55.2K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2020.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2020, filed 27 Jul 2026.