WEG
DLN icon

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

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LPL Financial
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GW
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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EWM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return