Winslow Evans & Crocker’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Winslow Evans & Crocker’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 Q4	$56K	Buy	1,040 +160	+18%	+$8.19K	0.01%	568
2020 Q3	$43K	Hold	880	–	–	0.01%	486
2020 Q2	$41K	Buy	880 +728	+479%	+$32.8K	0.01%	493
2020 Q1	$8K	Hold	152	–	–	﹤0.01%	742
2019 Q4	$8K	Hold	152	–	–	﹤0.01%	858
2019 Q3	$8K	Hold	152	–	–	﹤0.01%	849
2019 Q2	$8K	Hold	152	–	–	﹤0.01%	865
2019 Q1	$8K	Hold	152	–	–	﹤0.01%	852
2018 Q4	$8K	Hold	152	–	–	﹤0.01%	804
2018 Q3	$8K	Hold	152	–	–	﹤0.01%	825
2018 Q2	$8K	Hold	152	–	–	﹤0.01%	834
2018 Q1	$6.64K	Hold	152	–	–	﹤0.01%	866
2017 Q4	$6.91K	Hold	152	–	–	﹤0.01%	878
2017 Q3	$6.51K	Sell	152 -598	-80%	-$25.5K	﹤0.01%	895
2017 Q2	$31.5K	Buy	750 +598	+393%	+$25K	0.01%	656
2017 Q1	$6.22K	Hold	152	–	–	﹤0.01%	993
2016 Q4	$5.99K	Hold	152	–	–	﹤0.01%	1001
2016 Q3	$5.78K	Hold	152	–	–	﹤0.01%	1031
2016 Q2	$5.68K	Buy	152 +2	+1%	+$74	﹤0.01%	1007
2016 Q1	$5.5K	Sell	150 -2	-1%	-$69	﹤0.01%	1005
2015 Q4	$5.34K	Hold	152	–	–	﹤0.01%	1056
2015 Q3	$5.05K	Hold	152	–	–	﹤0.01%	1035
2015 Q2	$5.44K	Hold	152	–	–	﹤0.01%	1064
2015 Q1	$5.5K	Hold	152	–	–	﹤0.01%	1010
2014 Q4	$5.56K	Hold	152	–	–	﹤0.01%	1017
2014 Q3	$5.34K	Buy	152 +2	+1%	+$71	﹤0.01%	1065
2014 Q2	$5.31K	Hold	150	–	–	﹤0.01%	1012
2014 Q1	$5.07K	Hold	150	–	–	﹤0.01%	1015
2013 Q4	$5K	Buy	+150	New	+$4.82K	﹤0.01%	1124

Other funds holding DLN

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winslow Evans & Crocker's DLN Position: Q4 2020 in Review

Winslow Evans & Crocker increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 18% in Q4 2020, buying an estimated $8.19K and bringing the position to 1,040 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #568.

Winslow Evans & Crocker first reported a position in DLN in Q4 2013 and has held it in 29 quarters since. 240 funds tracked by Wall St. Rank hold DLN as of Q4 2020.

Winslow Evans & Crocker held 1,040 shares of WisdomTree US LargeCap Dividend Fund worth $56K as of Q4 2020.
Winslow Evans & Crocker bought 160 WisdomTree US LargeCap Dividend Fund shares in Q4 2020, an estimated $8.19K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #568 holding.
Winslow Evans & Crocker first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2013 and has held it in 29 quarters since.
240 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.