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DRW Securities’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

DRW Securities’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
2013
Q3 		– Sell
-71,366
Closed -$2.13M – 179
2013
Q2 		$2.13M Buy
+71,366
New +$2.15M 0.08% 51

Other funds holding DLN

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
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
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

DRW Securities's DLN Position: Q3 2013 in Review

DRW Securities sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2013, closing a stake of 71,366 shares — an estimated $2.13M sold.

DRW Securities first reported a position in DLN in Q2 2013 and held it in 1 quarter. The position peaked at $2.13M in Q2 2013. 93 funds tracked by Wall St. Rank hold DLN as of Q3 2013.

  • DRW Securities reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • DRW Securities sold 71,366 WisdomTree US LargeCap Dividend Fund shares in Q3 2013, an estimated $2.13M.
  • DRW Securities first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and held it in 1 quarter.
  • DRW Securities's WisdomTree US LargeCap Dividend Fund position peaked at $2.13M in Q2 2013.
  • 93 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2013.

Based on DRW Securities's 13F filing for Q3 2013, filed 15 Nov 2013.