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

Destination 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
2018
Q3 		– Sell
-32
Closed -$1K – 696
2018
Q2 		$1K Buy
+32
New +$1.44K ﹤0.01% 487

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
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Destination Wealth Management's DLN Position: Q3 2018 in Review

Destination Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2018, closing a stake of 32 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in DLN in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 190 funds tracked by Wall St. Rank hold DLN as of Q3 2018.

  • Destination Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Destination Wealth Management sold 32 WisdomTree US LargeCap Dividend Fund shares in Q3 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2018 and held it in 1 quarter.
  • Destination Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $1K in Q2 2018.
  • 190 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.