BOS
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Bingham Osborn & Scarborough’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bingham Osborn & Scarborough’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
Q1 		– Sell
-5,050
Closed -$202K – 118
2016
Q4 		$202K Buy
+5,050
New +$196K 0.02% 111
2015
Q1 		– Sell
-5,682
Closed -$211K – 118
2014
Q4 		$211K Buy
+5,682
New +$206K 0.03% 114

Other funds holding DLN

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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PV
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
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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Bingham Osborn & Scarborough's DLN Position: Q1 2017 in Review

Bingham Osborn & Scarborough sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2017, closing a stake of 5,050 shares — an estimated $202K sold.

Bingham Osborn & Scarborough first reported a position in DLN in Q4 2014 and held it in 2 quarters. The position peaked at $211K in Q4 2014. 161 funds tracked by Wall St. Rank hold DLN as of Q1 2017.

  • Bingham Osborn & Scarborough reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 5,050 WisdomTree US LargeCap Dividend Fund shares in Q1 2017, an estimated $202K.
  • Bingham Osborn & Scarborough first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2014 and held it in 2 quarters.
  • Bingham Osborn & Scarborough's WisdomTree US LargeCap Dividend Fund position peaked at $211K in Q4 2014.
  • 161 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2017.

Based on Bingham Osborn & Scarborough's 13F filing for Q1 2017, filed 15 May 2017.