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 – 6517
2021
Q2 		$231K Buy
+3,848
New +$229K 0.01% 4822
2020
Q2 		– Sell
-6,786
Closed -$280K – 4831
2020
Q1 		$280K Buy
+6,786
New +$332K 0.01% 3298
2018
Q3 		– Hold
0
– – – 5222
2018
Q2 		– Hold
0
– – – 5183
2018
Q1 		– Hold
0
– – – 5332
2017
Q4 		– Sell
-5,052
Closed -$219K – 5129
2017
Q3 		$219K Sell
5,052
-7,358
-59% -$314K 0.01% 3688
2017
Q2 		$520K Buy
+12,410
New +$519K 0.02% 2393

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return