CXI Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

CXI Advisors’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	$24K	Buy	+448	New	+$22.8K	0.05%	44

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 $7.56B AUM 23.82% 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

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CXI Advisors's DLN Position: Q4 2019 in Review

CXI Advisors opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2019: 448 shares worth $24K. The stake represents 0.05% of the portfolio and ranks #44 among its holdings.

239 funds tracked by Wall St. Rank hold DLN as of Q4 2019.

CXI Advisors held 448 shares of WisdomTree US LargeCap Dividend Fund worth $24K as of Q4 2019.
WisdomTree US LargeCap Dividend Fund was a new CXI Advisors position in Q4 2019.
WisdomTree US LargeCap Dividend Fund made up 0.05% of CXI Advisors's portfolio in Q4 2019, its #44 holding.
239 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.