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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

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

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

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return