Blue Bell Private Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Blue Bell Private Wealth Management’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 Q4	–	Sell	-1,000	Closed	-$43K	–	229
2017 Q3	$43K	Hold	1,000	–	–	0.02%	127
2017 Q2	$42K	Hold	1,000	–	–	0.02%	138
2017 Q1	$41K	Hold	1,000	–	–	0.02%	136
2016 Q4	$40K	Sell	1,000 -600	-38%	-$23.3K	0.02%	139
2016 Q3	$62K	Hold	1,600	–	–	0.04%	185
2016 Q2	$61K	Hold	1,600	–	–	0.04%	188
2016 Q1	$59K	Hold	1,600	–	–	0.04%	204
2015 Q4	$57K	Sell	1,600 -400	-20%	-$14.3K	0.04%	197
2015 Q3	$67K	Hold	2,000	–	–	0.05%	181
2015 Q2	$72K	Sell	2,000 -200	-9%	-$7.44K	0.04%	173
2015 Q1	$80K	Hold	2,200	–	–	0.05%	165
2014 Q4	$81K	Hold	2,200	–	–	0.05%	182
2014 Q3	$78K	Hold	2,200	–	–	0.05%	186
2014 Q2	$78K	Buy	+2,200	New	+$75.9K	0.05%	184

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Bell Private Wealth Management's DLN Position: Q4 2017 in Review

Blue Bell Private Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2017, closing a stake of 1,000 shares — an estimated $43K sold.

Blue Bell Private Wealth Management first reported a position in DLN in Q2 2014 and held it in 14 quarters. The position peaked at $81K in Q4 2014. 191 funds tracked by Wall St. Rank hold DLN as of Q4 2017.

Blue Bell Private Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
Blue Bell Private Wealth Management sold 1,000 WisdomTree US LargeCap Dividend Fund shares in Q4 2017, an estimated $43K.
Blue Bell Private Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2014 and held it in 14 quarters.
Blue Bell Private Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $81K in Q4 2014.
191 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2017.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2017, filed 31 Jan 2018.