FTDI
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First Trust Direct Indexing’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

First Trust Direct Indexing’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
-5,105
Closed -$401K – 247
2024
Q3 		$401K Hold
5,105
– – 0.02% 620
2024
Q2 		$371K Hold
5,105
– – 0.02% 580
2024
Q1 		$369K Buy
+5,105
New +$351K 0.03% 560

Other funds holding DLN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

First Trust Direct Indexing's DLN Position: Q4 2024 in Review

First Trust Direct Indexing sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2024, closing a stake of 5,105 shares — an estimated $401K sold.

First Trust Direct Indexing first reported a position in DLN in Q1 2024 and held it in 3 quarters. The position peaked at $401K in Q3 2024. 406 funds tracked by Wall St. Rank hold DLN as of Q4 2024.

  • First Trust Direct Indexing reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,105 WisdomTree US LargeCap Dividend Fund shares in Q4 2024, an estimated $401K.
  • First Trust Direct Indexing first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and held it in 3 quarters.
  • First Trust Direct Indexing's WisdomTree US LargeCap Dividend Fund position peaked at $401K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.