HFS
DLN icon

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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return