Advocacy Wealth Management Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Advocacy Wealth Management Services’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 Q3	–	Sell	-246	Closed	-$11K	–	132
2020 Q2	$11K	Hold	246	–	–	﹤0.01%	106
2020 Q1	$10K	Sell	246 -330	-57%	-$16.2K	﹤0.01%	97
2019 Q4	$31K	Sell	576 -36	-6%	-$1.83K	0.01%	68
2019 Q3	$30K	Hold	612	–	–	0.02%	64
2019 Q2	$30K	Hold	612	–	–	0.02%	64
2019 Q1	$29K	Hold	612	–	–	0.03%	58
2018 Q4	$26K	Hold	612	–	–	0.02%	66
2018 Q3	$29K	Hold	612	–	–	0.02%	64
2018 Q2	$27K	Hold	612	–	–	0.02%	64
2018 Q1	$27K	Hold	612	–	–	0.02%	65
2017 Q4	$28K	Sell	612 -612	-50%	-$27.4K	0.02%	80
2017 Q3	$52K	Buy	1,224 +612	+100%	+$26.1K	0.02%	65
2017 Q2	$26K	Hold	612	–	–	0.01%	112
2017 Q1	$25K	Sell	612 -40	-6%	-$1.64K	0.01%	132
2016 Q4	$26K	Hold	652	–	–	0.01%	121
2016 Q3	$25K	Hold	652	–	–	0.01%	175
2016 Q2	$25K	Sell	652 -36	-5%	-$1.33K	0.01%	205
2016 Q1	$25K	Buy	688 +318	+86%	+$11K	0.02%	264
2015 Q4	$13K	Buy	+370	New	+$13.2K	0.01%	316
2013 Q3	$7K	Hold	240	–	–	0.02%	234
2013 Q2	$7K	Buy	+240	New	+$7.25K	0.03%	192

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

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

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

RJFSA

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

EWM

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advocacy Wealth Management Services's DLN Position: Q3 2020 in Review

Advocacy Wealth Management Services sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2020, closing a stake of 246 shares — an estimated $11K sold.

Advocacy Wealth Management Services first reported a position in DLN in Q2 2013 and held it in 21 quarters. The position peaked at $52K in Q3 2017. 218 funds tracked by Wall St. Rank hold DLN as of Q3 2020.

Advocacy Wealth Management Services reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 246 WisdomTree US LargeCap Dividend Fund shares in Q3 2020, an estimated $11K.
Advocacy Wealth Management Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and held it in 21 quarters.
Advocacy Wealth Management Services's WisdomTree US LargeCap Dividend Fund position peaked at $52K in Q3 2017.
218 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2020, filed 2 Oct 2020.