M Holdings Securities, Inc. / DLN
M Holdings Securities, Inc.’s Wisdomtree Tr Position
Does M Holdings Securities, Inc. own Wisdomtree Tr (DLN)? Not currently — the last reported position was 339.4K shares worth $23M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$23M
Q4 2023
Shares
339.4K
% of Portfolio
+2.55%
Quarters Held
17
position exited
Position History DLN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 339.4K | $23M | +2.55% |
| Q3 2023 | 294.4K | $19M | +3.86% |
| Q1 2023 | 325.6K | $20M | +2.08% |
| Q4 2022 | 330.2K | $20M | +2.16% |
| Q3 2022 | 347.8K | $19M | +2.12% |
| Q2 2022 | 320.3K | $19M | +1.92% |
| Q1 2022 | 320.8K | $21M | +1.60% |
| Q2 2021 | 162.0K | $19M | +1.91% |
| Q1 2021 | 162.3K | $19M | +1.69% |
| Q4 2020 | 162.3K | $17M | +2.23% |
| Q3 2020 | 162.5K | $16M | +2.51% |
| Q2 2020 | 152.3K | $14M | +2.53% |
| Q1 2020 | 127.6K | $10M | +1.53% |
| Q4 2019 | 47.8K | $5M | +1.48% |
| Q3 2019 | 47.7K | $5M | +1.45% |
| Q2 2019 | 47.7K | $5M | +1.56% |
| Q1 2019 | 46.7K | $4M | +1.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of DLN.