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

Wealth Quarterback’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
2021
Q3 		$42K Buy
690
+4
+0.6% +$246 0.03% 264
2021
Q2 		$42K Buy
+686
New +$40.9K 0.03% 250
2020
Q2 		– Sell
-42
Closed -$1.7K – 268
2020
Q1 		$1.7K Hold
42
– – ﹤0.01% 775
2019
Q4 		$2.2K Buy
+42
New +$2.14K ﹤0.01% 751

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Quarterback's DLN Position: Q3 2021 in Review

Wealth Quarterback increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.58% in Q3 2021, buying an estimated $246 and bringing the position to 690 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #264.

Wealth Quarterback first reported a position in DLN in Q4 2019 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold DLN as of Q3 2021.

  • Wealth Quarterback held 690 shares of WisdomTree US LargeCap Dividend Fund worth $42K as of Q3 2021.
  • Wealth Quarterback bought 4 WisdomTree US LargeCap Dividend Fund shares in Q3 2021, an estimated $246.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #264 holding.
  • Wealth Quarterback first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.