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

Next Financial Group’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
2021 Q4	$38K	Buy	570 +302	+113%	+$19.1K	﹤0.01%	1593
2021 Q3	$16K	Hold	268	–	–	﹤0.01%	1869
2021 Q2	$16K	Hold	268	–	–	﹤0.01%	1829
2021 Q1	$15K	Buy	+268	New	+$14.7K	﹤0.01%	1734
2020 Q2	–	Sell	-518	Closed	-$21K	–	897
2020 Q1	$21K	Buy	+518	New	+$25.4K	﹤0.01%	1248
2017 Q1	–	Sell	-200	Closed	-$8K	–	1959
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	1728
2016 Q3	$8K	Buy	+200	New	+$7.72K	﹤0.01%	1740
2014 Q4	–	Sell	-2,472	Closed	-$88K	–	1979
2014 Q3	$88K	Buy	2,472 +1,760	+247%	+$62.7K	0.02%	698
2014 Q2	$25K	Buy	+712	New	+$24.6K	0.01%	522

Other funds holding DLN

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Next Financial Group's DLN Position: Q4 2021 in Review

Next Financial Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 113% in Q4 2021, buying an estimated $19.1K and bringing the position to 570 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Next Financial Group first reported a position in DLN in Q2 2014 and has held it in 9 quarters since. The position peaked at $88K in Q3 2014. 289 funds tracked by Wall St. Rank hold DLN as of Q4 2021.

Next Financial Group held 570 shares of WisdomTree US LargeCap Dividend Fund worth $38K as of Q4 2021.
Next Financial Group bought 302 WisdomTree US LargeCap Dividend Fund shares in Q4 2021, an estimated $19.1K.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1593 holding.
Next Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2014 and has held it in 9 quarters since.
Next Financial Group's WisdomTree US LargeCap Dividend Fund position peaked at $88K in Q3 2014.
289 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.