First Heartland Consultants’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

First Heartland Consultants’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
2024 Q4	–	Sell	-5,350	Closed	-$420K	–	462
2024 Q3	$420K	Sell	5,350 -2,580	-33%	-$195K	0.05%	274
2024 Q2	$577K	Sell	7,930 -160	-2%	-$11.4K	0.04%	236
2024 Q1	$584K	Hold	8,090	–	–	0.06%	227
2023 Q4	$537K	Sell	8,090 -1,020	-11%	-$64.1K	0.06%	205
2023 Q3	$560K	Hold	9,110	–	–	0.07%	196
2023 Q2	$579K	Hold	9,110	–	–	0.08%	192
2023 Q1	$564K	Hold	9,110	–	–	0.08%	183
2022 Q4	$564K	Hold	9,110	–	–	0.09%	183
2022 Q3	$503K	Hold	9,110	–	–	0.04%	182
2022 Q2	$538K	Hold	9,110	–	–	0.08%	184
2022 Q1	$598K	Sell	9,110 -636	-7%	-$41.2K	0.09%	163
2021 Q4	$643K	Sell	9,746 -190	-2%	-$12K	0.02%	161
2021 Q3	$593K	Hold	9,936	–	–	0.09%	178
2021 Q2	$598K	Hold	9,936	–	–	0.09%	177
2021 Q1	$570K	Hold	9,936	–	–	0.09%	181
2020 Q4	$534K	Sell	9,936 -1,260	-11%	-$64.5K	0.09%	162
2020 Q3	$543K	Sell	11,196 -33,926	-75%	-$1.65M	0.1%	145
2020 Q2	$2.1M	Sell	45,122 -422	-0.9%	-$19K	0.41%	59
2020 Q1	$1.84M	Buy	+45,544	New	+$2.23M	0.47%	56
2019 Q4	–	Sell	-4,812	Closed	-$238K	–	294
2019 Q3	$238K	Buy	+4,812	New	+$235K	0.05%	255

Other funds holding DLN

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

First Heartland Consultants's DLN Position: Q4 2024 in Review

First Heartland Consultants sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2024, closing a stake of 5,350 shares — an estimated $420K sold.

First Heartland Consultants first reported a position in DLN in Q3 2019 and held it in 20 quarters. The position peaked at $2.1M in Q2 2020. 407 funds tracked by Wall St. Rank hold DLN as of Q4 2024.

First Heartland Consultants reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 5,350 WisdomTree US LargeCap Dividend Fund shares in Q4 2024, an estimated $420K.
First Heartland Consultants first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2019 and held it in 20 quarters.
First Heartland Consultants's WisdomTree US LargeCap Dividend Fund position peaked at $2.1M in Q2 2020.
407 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.