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Walden Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Walden Wealth Partners’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
Q2 		$608K Buy
8,361
+111
+1% +$7.9K 0.34% 44
2024
Q1 		$582K Sell
8,250
-8
-0.1% -$549 0.34% 42
2023
Q4 		$548K Buy
+8,258
New +$519K 0.35% 44

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Walden Wealth Partners's DLN Position: Q2 2024 in Review

Walden Wealth Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.3% in Q2 2024, buying an estimated $7.9K and bringing the position to 8,361 shares worth $608K. The position accounts for 0.34% of the portfolio, ranked #44.

Walden Wealth Partners first reported a position in DLN in Q4 2023 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold DLN as of Q2 2024.

  • Walden Wealth Partners held 8,361 shares of WisdomTree US LargeCap Dividend Fund worth $608K as of Q2 2024.
  • Walden Wealth Partners bought 111 WisdomTree US LargeCap Dividend Fund shares in Q2 2024, an estimated $7.9K.
  • WisdomTree US LargeCap Dividend Fund made up 0.34% of Walden Wealth Partners's portfolio in Q2 2024, its #44 holding.
  • Walden Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 3 quarters since.
  • 364 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.