GS
DLN icon

Girard Securities’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Girard Securities’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
2017
Q3 		– Sell
-13,196
Closed -$554K – 138
2017
Q2 		$554K Buy
13,196
+2,928
+29% +$122K 0.42% 64
2017
Q1 		$426K Sell
10,268
-3,700
-26% -$152K 0.36% 77
2016
Q4 		$558K Buy
13,968
+850
+6% +$32.9K 0.49% 60
2016
Q3 		$505K Sell
13,118
-1,072
-8% -$41.4K 0.52% 49
2016
Q2 		$538K Sell
14,190
-2,344
-14% -$86.7K 0.49% 56
2016
Q1 		$609K Sell
16,534
-2,258
-12% -$78.3K 0.6% 44
2015
Q4 		$671K Buy
+18,792
New +$673K 0.67% 41

Other funds holding DLN

PNC Financial Services Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $8.8B AUM 21.82% 1-Year Est. Return