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Curi RMB Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Curi RMB Capital’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
Q4 		– Sell
-6,488
Closed -$321K – 681
2019
Q3 		$321K Hold
6,488
– – 0.01% 567
2019
Q2 		$314K Sell
6,488
-3,616
-36% -$172K 0.01% 624
2019
Q1 		$476K Buy
+10,104
New +$460K 0.01% 584

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
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Curi RMB Capital's DLN Position: Q4 2019 in Review

Curi RMB Capital sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2019, closing a stake of 6,488 shares — an estimated $321K sold.

Curi RMB Capital first reported a position in DLN in Q1 2019 and held it in 3 quarters. The position peaked at $476K in Q1 2019. 239 funds tracked by Wall St. Rank hold DLN as of Q4 2019.

  • Curi RMB Capital reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Curi RMB Capital sold 6,488 WisdomTree US LargeCap Dividend Fund shares in Q4 2019, an estimated $321K.
  • Curi RMB Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2019 and held it in 3 quarters.
  • Curi RMB Capital's WisdomTree US LargeCap Dividend Fund position peaked at $476K in Q1 2019.
  • 239 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2019.

Based on Curi RMB Capital's 13F filing for Q4 2019, filed 13 Feb 2020.