Fairview Capital Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Fairview Capital 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
2019 Q1	–	Sell	-10,104	Closed	-$426K	–	143
2018 Q4	$426K	Sell	10,104 -200	-2%	-$9.06K	0.03%	109
2018 Q3	$492K	Sell	10,304 -150	-1%	-$7.04K	0.03%	93
2018 Q2	$469K	Hold	10,454	–	–	0.03%	91
2018 Q1	$462K	Sell	10,454 -2,400	-19%	-$111K	0.03%	87
2017 Q4	$592K	Hold	12,854	–	–	0.04%	80
2017 Q3	$558K	Sell	12,854 -4,892	-28%	-$208K	0.04%	79
2017 Q2	$746K	Buy	+17,746	New	+$742K	0.05%	70

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIG

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WSTAM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fairview Capital Investment Management's DLN Position: Q1 2019 in Review

Fairview Capital Investment Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2019, closing a stake of 10,104 shares — an estimated $426K sold.

Fairview Capital Investment Management first reported a position in DLN in Q2 2017 and held it in 7 quarters. The position peaked at $746K in Q2 2017. 210 funds tracked by Wall St. Rank hold DLN as of Q1 2019.

Fairview Capital Investment Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Fairview Capital Investment Management sold 10,104 WisdomTree US LargeCap Dividend Fund shares in Q1 2019, an estimated $426K.
Fairview Capital Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2017 and held it in 7 quarters.
Fairview Capital Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $746K in Q2 2017.
210 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2019.

Based on Fairview Capital Investment Management's 13F filing for Q1 2019, filed 14 May 2019.