Ackerman Capital Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Ackerman Capital 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
2020 Q2	–	Sell	-7,670	Closed	-$310K	–	129
2020 Q1	$310K	Hold	7,670	–	–	0.12%	61
2019 Q4	$406K	Hold	7,670	–	–	0.12%	113
2019 Q3	$380K	Buy	+7,670	New	+$374K	0.13%	91
2018 Q4	$341K	Buy	+8,070	New	+$365K	0.03%	109
2018 Q1	$627K	Sell	13,606 -3,788	-22%	-$175K	0.25%	41
2017 Q4	$755K	Buy	+17,394	New	+$780K	0.32%	34
2017 Q2	$745K	Buy	+17,716	New	+$740K	0.31%	39

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

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

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

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

EWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Ackerman Capital Advisors's DLN Position: Q2 2020 in Review

Ackerman Capital Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2020, closing a stake of 7,670 shares — an estimated $310K sold.

Ackerman Capital Advisors first reported a position in DLN in Q2 2017 and held it in 7 quarters. The position peaked at $755K in Q4 2017. 220 funds tracked by Wall St. Rank hold DLN as of Q2 2020.

Ackerman Capital Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 7,670 WisdomTree US LargeCap Dividend Fund shares in Q2 2020, an estimated $310K.
Ackerman Capital Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2017 and held it in 7 quarters.
Ackerman Capital Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $755K in Q4 2017.
220 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2020.

Based on Ackerman Capital Advisors's 13F filing for Q2 2020, filed 20 Aug 2020.