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Eagle Ridge Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Eagle Ridge Investment 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
Q2 		– Sell
-8,436
Closed -$373K – 174
2018
Q1 		$373K Buy
+8,436
New +$389K 0.06% 121

Other funds holding DLN

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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
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 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

Eagle Ridge Investment Management's DLN Position: Q2 2018 in Review

Eagle Ridge Investment Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2018, closing a stake of 8,436 shares — an estimated $373K sold.

Eagle Ridge Investment Management first reported a position in DLN in Q1 2018 and held it in 1 quarter. The position peaked at $373K in Q1 2018. 190 funds tracked by Wall St. Rank hold DLN as of Q2 2018.

  • Eagle Ridge Investment Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 8,436 WisdomTree US LargeCap Dividend Fund shares in Q2 2018, an estimated $373K.
  • Eagle Ridge Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2018 and held it in 1 quarter.
  • Eagle Ridge Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $373K in Q1 2018.
  • 190 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2018.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2018, filed 26 Jul 2018.