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World Equity Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

World Equity Group’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
2023
Q1 		– Sell
-13,058
Closed -$809K – 522
2022
Q4 		$809K Sell
13,058
-769
-6% -$46.9K 0.19% 127
2022
Q3 		$764K Buy
13,827
+965
+8% +$58.5K 0.19% 119
2022
Q2 		$760K Buy
+12,862
New +$809K 0.19% 132

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
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

World Equity Group's DLN Position: Q1 2023 in Review

World Equity Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2023, closing a stake of 13,058 shares — an estimated $809K sold.

World Equity Group first reported a position in DLN in Q2 2022 and held it in 3 quarters. The position peaked at $809K in Q4 2022. 338 funds tracked by Wall St. Rank hold DLN as of Q1 2023.

  • World Equity Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • World Equity Group sold 13,058 WisdomTree US LargeCap Dividend Fund shares in Q1 2023, an estimated $809K.
  • World Equity Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and held it in 3 quarters.
  • World Equity Group's WisdomTree US LargeCap Dividend Fund position peaked at $809K in Q4 2022.
  • 338 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2023.

Based on World Equity Group's 13F filing for Q1 2023, filed 26 Aug 2024.