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

Alexandria Capital’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
2017 Q3	–	Sell	-190	Closed	-$8K	–	570
2017 Q2	$8K	Hold	190	–	–	﹤0.01%	441
2017 Q1	$8K	Hold	190	–	–	﹤0.01%	435
2016 Q4	$8K	Hold	190	–	–	﹤0.01%	425
2016 Q3	$7K	Buy	190 +2	+1%	+$77	﹤0.01%	452
2016 Q2	$7K	Hold	188	–	–	﹤0.01%	450
2016 Q1	$7K	Buy	188 +2	+1%	+$69	﹤0.01%	461
2015 Q4	$7K	Buy	186 +2	+1%	+$72	﹤0.01%	498
2015 Q3	$6K	Hold	184	–	–	﹤0.01%	458
2015 Q2	$7K	Buy	184 +2	+1%	+$74	﹤0.01%	462
2015 Q1	$7K	Hold	182	–	–	﹤0.01%	449
2014 Q4	$7K	Buy	182 +2	+1%	+$73	﹤0.01%	412
2014 Q3	$6K	Hold	180	–	–	﹤0.01%	418
2014 Q2	$6K	Hold	180	–	–	﹤0.01%	415
2014 Q1	$6K	Hold	180	–	–	﹤0.01%	424
2013 Q4	$6K	Hold	180	–	–	﹤0.01%	422
2013 Q3	$6K	Hold	180	–	–	﹤0.01%	423
2013 Q2	$5K	Buy	+180	New	+$5.43K	﹤0.01%	476

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

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

EWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

WSTAM

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

SWP

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

Alexandria Capital's DLN Position: Q3 2017 in Review

Alexandria Capital sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2017, closing a stake of 190 shares — an estimated $8K sold.

Alexandria Capital first reported a position in DLN in Q2 2013 and held it in 17 quarters. The position peaked at $8K in Q2 2017. 171 funds tracked by Wall St. Rank hold DLN as of Q3 2017.

Alexandria Capital reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
Alexandria Capital sold 190 WisdomTree US LargeCap Dividend Fund shares in Q3 2017, an estimated $8K.
Alexandria Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and held it in 17 quarters.
Alexandria Capital's WisdomTree US LargeCap Dividend Fund position peaked at $8K in Q2 2017.
171 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2017.

Based on Alexandria Capital's 13F filing for Q3 2017, filed 27 Oct 2017.