HFS
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Heritage Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-1,300
Closed -$76K – 167
2022
Q2 		$76K Buy
+1,300
New +$81.7K 0.04% 131

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Heritage Financial Services's DLN Position: Q3 2022 in Review

Heritage Financial Services sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2022, closing a stake of 1,300 shares — an estimated $76K sold.

Heritage Financial Services first reported a position in DLN in Q2 2022 and held it in 1 quarter. The position peaked at $76K in Q2 2022. 308 funds tracked by Wall St. Rank hold DLN as of Q3 2022.

  • Heritage Financial Services reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 1,300 WisdomTree US LargeCap Dividend Fund shares in Q3 2022, an estimated $76K.
  • Heritage Financial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's WisdomTree US LargeCap Dividend Fund position peaked at $76K in Q2 2022.
  • 308 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.