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Geneva Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Geneva Partners’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
Q1 		– Sell
-6,848
Closed -$315K – 83
2017
Q4 		$315K Hold
6,848
– – 0.24% 75
2017
Q3 		$297K Buy
+6,848
New +$292K 0.23% 77
2016
Q2 		$288K Buy
+6,848
New +$253K 0.26% 73

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
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
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 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

Geneva Partners's DLN Position: Q1 2018 in Review

Geneva Partners sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2018, closing a stake of 6,848 shares — an estimated $315K sold.

Geneva Partners first reported a position in DLN in Q2 2016 and held it in 3 quarters. The position peaked at $315K in Q4 2017. 193 funds tracked by Wall St. Rank hold DLN as of Q1 2018.

  • Geneva Partners reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Geneva Partners sold 6,848 WisdomTree US LargeCap Dividend Fund shares in Q1 2018, an estimated $315K.
  • Geneva Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2016 and held it in 3 quarters.
  • Geneva Partners's WisdomTree US LargeCap Dividend Fund position peaked at $315K in Q4 2017.
  • 193 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2018.

Based on Geneva Partners's 13F filing for Q1 2018, filed 8 May 2018.