Wolverine Trading
DLN icon

Wolverine Trading’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wolverine Trading’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 		– Sell
-3,848
Closed -$231K – 6383
2021
Q2 		$231K Buy
+3,848
New +$229K ﹤0.01% 4822
2020
Q2 		– Sell
-6,786
Closed -$280K – 4679
2020
Q1 		$280K Buy
+6,786
New +$332K ﹤0.01% 3298
2017
Q4 		– Sell
-5,052
Closed -$219K – 5024
2017
Q3 		$219K Sell
5,052
-7,358
-59% -$314K ﹤0.01% 3688
2017
Q2 		$520K Buy
+12,410
New +$519K ﹤0.01% 2393

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

Wolverine Trading's DLN Position: Q3 2021 in Review

Wolverine Trading sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2021, closing a stake of 3,848 shares — an estimated $231K sold.

Wolverine Trading first reported a position in DLN in Q2 2017 and held it in 4 quarters. The position peaked at $520K in Q2 2017. 265 funds tracked by Wall St. Rank hold DLN as of Q3 2021.

  • Wolverine Trading reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • Wolverine Trading sold 3,848 WisdomTree US LargeCap Dividend Fund shares in Q3 2021, an estimated $231K.
  • Wolverine Trading first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2017 and held it in 4 quarters.
  • Wolverine Trading's WisdomTree US LargeCap Dividend Fund position peaked at $520K in Q2 2017.
  • 265 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2021.

Based on Wolverine Trading's 13F filing for Q3 2021, filed 12 Nov 2021.