DPI
DLN icon

Diversified Portfolios Inc’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Diversified Portfolios Inc’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
2016
Q4 		– Sell
-3,622
Closed -$139K – 47
2016
Q3 		$139K Buy
+3,622
New +$140K 0.09% 46
2016
Q1 		– Sell
-3,622
Closed -$129K – 52
2015
Q4 		$129K Buy
+3,622
New +$130K 0.08% 50

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Diversified Portfolios Inc's DLN Position: Q4 2016 in Review

Diversified Portfolios Inc sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2016, closing a stake of 3,622 shares — an estimated $139K sold.

Diversified Portfolios Inc first reported a position in DLN in Q4 2015 and held it in 2 quarters. The position peaked at $139K in Q3 2016. 152 funds tracked by Wall St. Rank hold DLN as of Q4 2016.

  • Diversified Portfolios Inc reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • Diversified Portfolios Inc sold 3,622 WisdomTree US LargeCap Dividend Fund shares in Q4 2016, an estimated $139K.
  • Diversified Portfolios Inc first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2015 and held it in 2 quarters.
  • Diversified Portfolios Inc's WisdomTree US LargeCap Dividend Fund position peaked at $139K in Q3 2016.
  • 152 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2016.

Based on Diversified Portfolios Inc's 13F filing for Q4 2016, filed 13 Feb 2017.