Hefty Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$2.27M	Sell	51,194 -2,424	-5%	-$112K	1.46%	26
2017 Q4	$2.47M	Buy	53,618 +1,648	+3%	+$73.9K	1.53%	25
2017 Q3	$2.26M	Buy	51,970 +1,276	+3%	+$54.4K	1.49%	27
2017 Q2	$2.13M	Buy	50,694 +19,412	+62%	+$811K	1.46%	27
2017 Q1	$1.3M	Sell	31,282 -23,152	-43%	-$949K	0.94%	39
2016 Q4	$2.17M	Buy	54,434 +1,672	+3%	+$64.8K	1.82%	19
2016 Q3	$2.03M	Buy	52,762 +22,166	+72%	+$856K	1.54%	18
2016 Q2	$1.16M	Buy	30,596 +1,348	+5%	+$49.9K	0.96%	36
2016 Q1	$1.07M	Sell	29,248 -602	-2%	-$20.9K	1%	35
2015 Q4	$1.06M	Buy	+29,850	New	+$1.07M	1.01%	33

Other funds holding DLN

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Hefty Wealth Partners's DLN Position: Q1 2018 in Review

Hefty Wealth Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4.5% in Q1 2018, selling an estimated $112K and leaving 51,194 shares worth $2.27M. The position accounts for 1.46% of the portfolio, ranked #26.

Hefty Wealth Partners first reported a position in DLN in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.47M in Q4 2017. 193 funds tracked by Wall St. Rank hold DLN as of Q1 2018.

Hefty Wealth Partners held 51,194 shares of WisdomTree US LargeCap Dividend Fund worth $2.27M as of Q1 2018.
Hefty Wealth Partners sold 2,424 WisdomTree US LargeCap Dividend Fund shares in Q1 2018, an estimated $112K.
WisdomTree US LargeCap Dividend Fund made up 1.46% of Hefty Wealth Partners's portfolio in Q1 2018, its #26 holding.
Hefty Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $2.47M in Q4 2017.
193 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.