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	–	2575
2024 Q2	$472K	Buy	+6,492	New	+$462K	﹤0.01%	1326
2023 Q1	–	Sell	-10,048	Closed	-$622K	–	2628
2022 Q4	$622K	Buy	+10,048	New	+$613K	0.01%	1271
2022 Q3	–	Sell	-32,110	Closed	-$1.9M	–	2957
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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

EWM

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HRT Financial's DLN Position: Q3 2024 in Review

HRT Financial sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2024, closing a stake of 6,492 shares — an estimated $472K sold.

HRT Financial first reported a position in DLN in Q2 2015 and held it in 4 quarters. The position peaked at $1.9M in Q2 2022. 377 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

HRT Financial reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
HRT Financial sold 6,492 WisdomTree US LargeCap Dividend Fund shares in Q3 2024, an estimated $472K.
HRT Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2015 and held it in 4 quarters.
HRT Financial's WisdomTree US LargeCap Dividend Fund position peaked at $1.9M in Q2 2022.
377 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

Based on HRT Financial's 13F filing for Q3 2024, filed 12 Nov 2024.