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

Advisor 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
2019 Q4	$1.55M	Buy	29,304 +504	+2%	+$25.7K	0.01%	945
2019 Q3	$1.43M	Buy	28,800 +428	+2%	+$20.9K	0.01%	937
2019 Q2	$1.38M	Sell	28,372 -1,526	-5%	-$72.8K	0.01%	936
2019 Q1	$1.41M	Sell	29,898 -3,098	-9%	-$141K	0.01%	889
2018 Q4	$1.39M	Buy	32,996 +1,928	+6%	+$87.3K	0.01%	781
2018 Q3	$1.48M	Sell	31,068 -28,654	-48%	-$1.34M	0.01%	787
2018 Q2	$2.68M	Sell	59,722 -1,686	-3%	-$75.7K	0.04%	445
2018 Q1	$2.72M	Buy	61,408 +1,798	+3%	+$82.8K	0.04%	442
2017 Q4	$2.75M	Buy	59,610 +5,868	+11%	+$263K	0.04%	440
2017 Q3	$2.33M	Buy	53,742 +6,432	+14%	+$274K	0.04%	456
2017 Q2	$1.99M	Sell	47,310 -15,326	-24%	-$641K	0.03%	484
2017 Q1	$2.6M	Buy	62,636 +7,088	+13%	+$290K	0.05%	371
2016 Q4	$2.22M	Buy	55,548 +28,074	+102%	+$1.09M	0.05%	397
2016 Q3	$1.06M	Buy	27,474 +6,352	+30%	+$245K	0.03%	619
2016 Q2	$798K	Buy	+21,122	New	+$782K	0.02%	705

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

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

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

EWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

RJFSA

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

Advisor Group's DLN Position: Q4 2019 in Review

Advisor Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.8% in Q4 2019, buying an estimated $25.7K and bringing the position to 29,304 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #945.

Advisor Group first reported a position in DLN in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.75M in Q4 2017. 239 funds tracked by Wall St. Rank hold DLN as of Q4 2019.

Advisor Group held 29,304 shares of WisdomTree US LargeCap Dividend Fund worth $1.55M as of Q4 2019.
Advisor Group bought 504 WisdomTree US LargeCap Dividend Fund shares in Q4 2019, an estimated $25.7K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #945 holding.
Advisor Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree US LargeCap Dividend Fund position peaked at $2.75M in Q4 2017.
239 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.