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 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

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

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

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Girard Securities's DLN Position: Q3 2017 in Review

Girard Securities sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2017, closing a stake of 13,196 shares — an estimated $554K sold.

Girard Securities first reported a position in DLN in Q4 2015 and held it in 7 quarters. The position peaked at $671K in Q4 2015. 171 funds tracked by Wall St. Rank hold DLN as of Q3 2017.

Girard Securities reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
Girard Securities sold 13,196 WisdomTree US LargeCap Dividend Fund shares in Q3 2017, an estimated $554K.
Girard Securities first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2015 and held it in 7 quarters.
Girard Securities's WisdomTree US LargeCap Dividend Fund position peaked at $671K in Q4 2015.
171 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2017.

Based on Girard Securities's 13F filing for Q3 2017, filed 14 Nov 2017.