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BOK Financial’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

BOK Financial’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
-234
Closed -$10K – 938
2017
Q3 		$10K Buy
+234
New +$9.97K ﹤0.01% 1087

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
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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BOK Financial's DLN Position: Q4 2017 in Review

BOK Financial sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2017, closing a stake of 234 shares — an estimated $10K sold.

BOK Financial first reported a position in DLN in Q3 2017 and held it in 1 quarter. The position peaked at $10K in Q3 2017. 191 funds tracked by Wall St. Rank hold DLN as of Q4 2017.

  • BOK Financial reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 234 WisdomTree US LargeCap Dividend Fund shares in Q4 2017, an estimated $10K.
  • BOK Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2017 and held it in 1 quarter.
  • BOK Financial's WisdomTree US LargeCap Dividend Fund position peaked at $10K in Q3 2017.
  • 191 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.