Acorn Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Acorn Wealth 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 Q3	–	Sell	-836	Closed	-$38K	–	184
2018 Q2	$38K	Hold	836	–	–	0.03%	310
2018 Q1	$37K	Hold	836	–	–	0.03%	309
2017 Q4	$39K	Buy	+836	New	+$37.5K	0.04%	287

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

EWM

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

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

Acorn Wealth Advisors's DLN Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2018, closing a stake of 836 shares — an estimated $38K sold.

Acorn Wealth Advisors first reported a position in DLN in Q4 2017 and held it in 3 quarters. The position peaked at $39K in Q4 2017. 190 funds tracked by Wall St. Rank hold DLN as of Q3 2018.

Acorn Wealth Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 836 WisdomTree US LargeCap Dividend Fund shares in Q3 2018, an estimated $38K.
Acorn Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $39K in Q4 2017.
190 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.