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

HL 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
2018 Q4	–	Sell	-4,230	Closed	-$202K	–	727
2018 Q3	$202K	Buy	+4,230	New	+$198K	﹤0.01%	722
2017 Q4	–	Sell	-8,592	Closed	-$373K	–	620
2017 Q3	$373K	Buy	8,592 +560	+7%	+$23.9K	0.01%	539
2017 Q2	$338K	Hold	8,032	–	–	0.01%	556
2017 Q1	$333K	Hold	8,032	–	–	0.01%	538
2016 Q4	$321K	Hold	8,032	–	–	0.01%	539
2016 Q3	$309K	Hold	8,032	–	–	0.01%	531
2016 Q2	$304K	Hold	8,032	–	–	0.01%	532
2016 Q1	$295K	Hold	8,032	–	–	0.01%	529
2015 Q4	$286K	Buy	+8,032	New	+$288K	0.01%	544

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WSTAM

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

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

HL Financial Services's DLN Position: Q4 2018 in Review

HL Financial Services sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2018, closing a stake of 4,230 shares — an estimated $202K sold.

HL Financial Services first reported a position in DLN in Q4 2015 and held it in 9 quarters. The position peaked at $373K in Q3 2017. 204 funds tracked by Wall St. Rank hold DLN as of Q4 2018.

HL Financial Services reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
HL Financial Services sold 4,230 WisdomTree US LargeCap Dividend Fund shares in Q4 2018, an estimated $202K.
HL Financial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2015 and held it in 9 quarters.
HL Financial Services's WisdomTree US LargeCap Dividend Fund position peaked at $373K in Q3 2017.
204 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2018.

Based on HL Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.