FirstMerit Bank N.A. Trustee’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

FirstMerit Bank N.A. Trustee’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 Q2	$530K	Buy	+14,000	New	+$518K	0.04%	198

Other funds holding DLN

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

RIG

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RJA

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

FirstMerit Bank N.A. Trustee's DLN Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2016: 14,000 shares worth $530K. The stake represents 0.04% of the portfolio and ranks #198 among its holdings.

144 funds tracked by Wall St. Rank hold DLN as of Q2 2016.

FirstMerit Bank N.A. Trustee held 14,000 shares of WisdomTree US LargeCap Dividend Fund worth $530K as of Q2 2016.
WisdomTree US LargeCap Dividend Fund was a new FirstMerit Bank N.A. Trustee position in Q2 2016.
WisdomTree US LargeCap Dividend Fund made up 0.04% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #198 holding.
144 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.