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Brandywine Oak Private Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-928
Closed -$39K – 308
2018
Q4 		$39K Buy
+928
New +$42K 0.01% 396

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Brandywine Oak Private Wealth's DLN Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2019, closing a stake of 928 shares — an estimated $39K sold.

Brandywine Oak Private Wealth first reported a position in DLN in Q4 2018 and held it in 1 quarter. The position peaked at $39K in Q4 2018. 210 funds tracked by Wall St. Rank hold DLN as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 928 WisdomTree US LargeCap Dividend Fund shares in Q1 2019, an estimated $39K.
  • Brandywine Oak Private Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $39K in Q4 2018.
  • 210 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.