WTC
DDF

WhitTier Trust Company’s Delaware Investments Dividend & Income Fund, Inc. DDF Stock Holding History

WhitTier Trust Company’s Portfolio DDF Stock Details DDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-358
Closed -$3K – 1222
2022
Q3 		$3K Buy
358
+2
+0.6% +$17 ﹤0.01% 1025
2022
Q2 		$3K Buy
+356
New +$3.42K ﹤0.01% 1051

Other funds holding DDF

HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

WhitTier Trust Company's DDF Position: Q4 2022 in Review

WhitTier Trust Company sold out of Delaware Investments Dividend & Income Fund, Inc. (DDF) in Q4 2022, closing a stake of 358 shares — an estimated $3K sold.

WhitTier Trust Company first reported a position in DDF in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 24 funds tracked by Wall St. Rank hold DDF as of Q4 2022.

  • WhitTier Trust Company reported no remaining Delaware Investments Dividend & Income Fund, Inc. position as of Q4 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 358 Delaware Investments Dividend & Income Fund, Inc. shares in Q4 2022, an estimated $3K.
  • WhitTier Trust Company first reported a position in Delaware Investments Dividend & Income Fund, Inc. in Q2 2022 and held it in 2 quarters.
  • WhitTier Trust Company's Delaware Investments Dividend & Income Fund, Inc. position peaked at $3K in Q3 2022.
  • 24 funds tracked by Wall St. Rank held Delaware Investments Dividend & Income Fund, Inc. as of Q4 2022.

Based on WhitTier Trust Company's 13F filing for Q4 2022, filed 25 Jan 2023.