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Banyan Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Banyan Partners’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
2014
Q1 		– Sell
-8,348
Closed -$278K – 387
2013
Q4 		$278K Buy
8,348
+30
+0.4% +$964 0.02% 367
2013
Q3 		$255K Buy
+8,318
New +$256K 0.02% 283

Other funds holding DLN

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Banyan Partners's DLN Position: Q1 2014 in Review

Banyan Partners sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2014, closing a stake of 8,348 shares — an estimated $278K sold.

Banyan Partners first reported a position in DLN in Q3 2013 and held it in 2 quarters. The position peaked at $278K in Q4 2013. 98 funds tracked by Wall St. Rank hold DLN as of Q1 2014.

  • Banyan Partners reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • Banyan Partners sold 8,348 WisdomTree US LargeCap Dividend Fund shares in Q1 2014, an estimated $278K.
  • Banyan Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2013 and held it in 2 quarters.
  • Banyan Partners's WisdomTree US LargeCap Dividend Fund position peaked at $278K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2014.

Based on Banyan Partners's 13F filing for Q1 2014, filed 13 May 2014.