CWM
DLN icon

Concert Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Concert 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
Q3 		– Sell
-6,686
Closed -$278K – 52
2017
Q2 		$278K Sell
6,686
-5,572
-45% -$233K 0.27% 107
2017
Q1 		$491K Hold
12,258
– – 0.11% 253
2016
Q4 		$491K Buy
12,258
+1,494
+14% +$57.9K 0.11% 256
2016
Q3 		$414K Sell
10,764
-2,108
-16% -$81.4K 0.05% 419
2016
Q2 		$490K Sell
12,872
-100
-0.8% -$3.7K 0.07% 349
2016
Q1 		$477K Buy
12,972
+502
+4% +$17.4K 0.06% 364
2015
Q4 		$443K Buy
12,470
+714
+6% +$25.6K 0.06% 383
2015
Q3 		$395K Buy
11,756
+890
+8% +$31.5K 0.05% 402
2015
Q2 		$395K Buy
+10,866
New +$404K 0.05% 413
2015
Q1 		– Sell
-11,412
Closed -$425K – 519
2014
Q4 		$425K Buy
11,412
+1,064
+10% +$38.6K 0.06% 362
2014
Q3 		$368K Sell
10,348
-564
-5% -$20.1K 0.05% 340
2014
Q2 		$369K Sell
10,912
-2
-0% -$69 0.05% 364
2014
Q1 		$365K Sell
10,914
-64
-0.6% -$2.1K 0.05% 355
2013
Q4 		$366K Sell
10,978
-140
-1% -$4.5K 0.05% 330
2013
Q3 		$338K Sell
11,118
-70
-0.6% -$2.16K 0.05% 338
2013
Q2 		$336K Buy
+11,188
New +$338K 0.05% 313

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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Concert Wealth Management's DLN Position: Q3 2017 in Review

Concert Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2017, closing a stake of 6,686 shares — an estimated $278K sold.

Concert Wealth Management first reported a position in DLN in Q2 2013 and held it in 16 quarters. The position peaked at $491K in Q1 2017. 171 funds tracked by Wall St. Rank hold DLN as of Q3 2017.

  • Concert Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 6,686 WisdomTree US LargeCap Dividend Fund shares in Q3 2017, an estimated $278K.
  • Concert Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $491K in Q1 2017.
  • 171 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.