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

WBH Advisory’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
2023 Q4	–	Sell	-4,153	Closed	-$255K	–	306
2023 Q3	$255K	Sell	4,153 -569	-12%	-$36.3K	0.03%	264
2023 Q2	$300K	Sell	4,722 -716	-13%	-$44.4K	0.04%	251
2023 Q1	$336K	Buy	+5,438	New	+$338K	0.04%	241
2022 Q3	$303K	Buy	5,491 +221	+4%	+$13.4K	0.04%	238
2022 Q2	$314K	Buy	+5,270	New	+$331K	0.04%	243

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

WBH Advisory's DLN Position: Q4 2023 in Review

WBH Advisory sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2023, closing a stake of 4,153 shares — an estimated $255K sold.

WBH Advisory first reported a position in DLN in Q2 2022 and held it in 5 quarters. The position peaked at $336K in Q1 2023. 366 funds tracked by Wall St. Rank hold DLN as of Q4 2023.

WBH Advisory reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
WBH Advisory sold 4,153 WisdomTree US LargeCap Dividend Fund shares in Q4 2023, an estimated $255K.
WBH Advisory first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and held it in 5 quarters.
WBH Advisory's WisdomTree US LargeCap Dividend Fund position peaked at $336K in Q1 2023.
366 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2023.

Based on WBH Advisory's 13F filing for Q4 2023, filed 9 Jan 2024.