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

Ceros Financial Services’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	$322K	Buy	+6,830	New	+$311K	0.1%	73

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Ceros Financial Services's DLN Position: Q1 2019 in Review

Ceros Financial Services opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2019: 6,830 shares worth $322K. The stake represents 0.1% of the portfolio and ranks #73 among its holdings.

210 funds tracked by Wall St. Rank hold DLN as of Q1 2019.

Ceros Financial Services held 6,830 shares of WisdomTree US LargeCap Dividend Fund worth $322K as of Q1 2019.
WisdomTree US LargeCap Dividend Fund was a new Ceros Financial Services position in Q1 2019.
WisdomTree US LargeCap Dividend Fund made up 0.1% of Ceros Financial Services's portfolio in Q1 2019, its #73 holding.
210 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2019.

Based on Ceros Financial Services's 13F filing for Q1 2019, filed 3 May 2019.