Formidable Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Formidable Asset 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
2016 Q2	–	Sell	-1,250	Closed	-$46K	–	227
2016 Q1	$46K	Hold	1,250	–	–	0.03%	211
2015 Q4	$43K	Hold	1,250	–	–	0.03%	238
2015 Q3	$42K	Hold	1,250	–	–	0.03%	245
2015 Q2	$45K	Hold	1,250	–	–	0.03%	225
2015 Q1	$47K	Buy	+1,250	New	+$46.2K	0.03%	212
2014 Q4	–	Sell	-1,250	Closed	-$45.4K	–	203
2014 Q3	$46K	Sell	1,250 -910	-42%	-$32.4K	0.03%	200
2014 Q2	$76K	Hold	2,160	–	–	0.05%	183
2014 Q1	$74K	Hold	2,160	–	–	0.05%	162
2013 Q4	$69K	Hold	2,160	–	–	0.05%	173
2013 Q3	$66K	Buy	+2,160	New	+$66.6K	0.06%	151

Other funds holding DLN

PNC Financial Services Group

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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