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

Alera 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
2019
Q2 		– Sell
-260
Closed -$12K – 319
2019
Q1 		$12K Sell
260
-260
-50% -$11.8K 0.01% 414
2018
Q4 		$22K Buy
+520
New +$23.5K 0.01% 265

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $6.36B AUM 20.35% 1-Year Est. Return

Alera Investment Advisors's DLN Position: Q2 2019 in Review

Alera Investment Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2019, closing a stake of 260 shares — an estimated $12K sold.

Alera Investment Advisors first reported a position in DLN in Q4 2018 and held it in 2 quarters. The position peaked at $22K in Q4 2018. 200 funds tracked by Wall St. Rank hold DLN as of Q2 2019.

  • Alera Investment Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 260 WisdomTree US LargeCap Dividend Fund shares in Q2 2019, an estimated $12K.
  • Alera Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $22K in Q4 2018.
  • 200 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.