Householder Group Estate & Retirement Specialist’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$24K	Hold	318	–	–	0.02%	270
2024 Q3	$24K	Sell	318 -200	-39%	-$15.1K	0.01%	641
2024 Q2	$37K	Sell	518 -856	-62%	-$60.9K	0.01%	534
2024 Q1	$99.2K	Sell	1,374 -22	-2%	-$1.51K	0.03%	346
2023 Q4	$92K	Hold	1,396	–	–	0.03%	346
2023 Q3	$85.8K	Buy	+1,396	New	+$89.1K	0.03%	350
2023 Q1	$86K	Buy	+1,396	New	+$86.6K	0.03%	340
2022 Q4	–	Sell	-1,396	Closed	-$77K	–	497
2022 Q3	$77K	Buy	+1,396	New	+$84.6K	0.03%	310

Other funds holding DLN

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

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

Householder Group Estate & Retirement Specialist's DLN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q4 2024 at 318 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #270.

Householder Group Estate & Retirement Specialist first reported a position in DLN in Q3 2022 and has held it in 8 quarters since. The position peaked at $99.2K in Q1 2024. 406 funds tracked by Wall St. Rank hold DLN as of Q4 2024.

Householder Group Estate & Retirement Specialist held 318 shares of WisdomTree US LargeCap Dividend Fund worth $24K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q4 2024.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #270 holding.
Householder Group Estate & Retirement Specialist first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's WisdomTree US LargeCap Dividend Fund position peaked at $99.2K in Q1 2024.
406 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.