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

HRT Financial’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
Q3 		– Sell
-6,492
Closed -$472K – 2595
2024
Q2 		$472K Buy
+6,492
New +$462K ﹤0.01% 1326
2023
Q1 		– Sell
-10,048
Closed -$622K – 2639
2022
Q4 		$622K Buy
+10,048
New +$613K 0.01% 1271
2022
Q3 		– Sell
-32,110
Closed -$1.9M – 2976
2022
Q2 		$1.9M Buy
+32,110
New +$2.02M 0.02% 592
2015
Q3 		– Sell
-9,226
Closed -$334K – 96
2015
Q2 		$334K Buy
+9,226
New +$343K 0.16% 86

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return