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1834 Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

1834 Investment Advisors’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
2018
Q2 		– Sell
-396
Closed -$18K – 423
2018
Q1 		$18K Hold
396
– – ﹤0.01% 355
2017
Q4 		$18K Buy
+396
New +$17.7K ﹤0.01% 369

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1834 Investment Advisors's DLN Position: Q2 2018 in Review

1834 Investment Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2018, closing a stake of 396 shares — an estimated $18K sold.

1834 Investment Advisors first reported a position in DLN in Q4 2017 and held it in 2 quarters. The position peaked at $18K in Q1 2018. 190 funds tracked by Wall St. Rank hold DLN as of Q2 2018.

  • 1834 Investment Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • 1834 Investment Advisors sold 396 WisdomTree US LargeCap Dividend Fund shares in Q2 2018, an estimated $18K.
  • 1834 Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 2 quarters.
  • 1834 Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $18K in Q1 2018.
  • 190 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2018.

Based on 1834 Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.