Connors Investor Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Connors Investor 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
2015 Q1	–	Sell	-5,930	Closed	-$220K	–	174
2014 Q4	$220K	Hold	5,930	–	–	0.05%	133
2014 Q3	$211K	Sell	5,930 -800	-12%	-$28.5K	0.05%	131
2014 Q2	$238K	Sell	6,730 -800	-11%	-$27.6K	0.06%	120
2014 Q1	$255K	Hold	7,530	–	–	0.06%	119
2013 Q4	$251K	Hold	7,530	–	–	0.06%	118
2013 Q3	$230K	Sell	7,530 -160	-2%	-$4.93K	0.06%	120
2013 Q2	$230K	Buy	+7,690	New	+$232K	0.07%	114

Other funds holding DLN

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Connors Investor Services's DLN Position: Q1 2015 in Review

Connors Investor Services sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2015, closing a stake of 5,930 shares — an estimated $220K sold.

Connors Investor Services first reported a position in DLN in Q2 2013 and held it in 7 quarters. The position peaked at $255K in Q1 2014. 122 funds tracked by Wall St. Rank hold DLN as of Q1 2015.

Connors Investor Services reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2015 after selling out during the quarter.
Connors Investor Services sold 5,930 WisdomTree US LargeCap Dividend Fund shares in Q1 2015, an estimated $220K.
Connors Investor Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and held it in 7 quarters.
Connors Investor Services's WisdomTree US LargeCap Dividend Fund position peaked at $255K in Q1 2014.
122 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2015.

Based on Connors Investor Services's 13F filing for Q1 2015, filed 15 May 2015.