EisnerAmper Wealth Management Corporate Benefits’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015 Q1	–	Sell	-22,680	Closed	-$840K	–	81
2014 Q4	$840K	Buy	+22,680	New	+$823K	0.67%	22

Other funds holding DLN

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

EisnerAmper Wealth Management Corporate Benefits's DLN Position: Q1 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2015, closing a stake of 22,680 shares — an estimated $840K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in DLN in Q4 2014 and held it in 1 quarter. The position peaked at $840K in Q4 2014. 122 funds tracked by Wall St. Rank hold DLN as of Q1 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 22,680 WisdomTree US LargeCap Dividend Fund shares in Q1 2015, an estimated $840K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2014 and held it in 1 quarter.
EisnerAmper Wealth Management Corporate Benefits's WisdomTree US LargeCap Dividend Fund position peaked at $840K in Q4 2014.
122 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q1 2015, filed 7 Apr 2015.