GFPC
DLN icon

Global Financial Private Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Global Financial Private Capital’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
2019
Q2 		– Sell
-97,588
Closed -$4.6M – 485
2019
Q1 		$4.6M Buy
97,588
+2,562
+3% +$117K 0.22% 103
2018
Q4 		$4.01M Buy
95,026
+1,324
+1% +$60K 0.22% 104
2018
Q3 		$4.47M Buy
93,702
+7,024
+8% +$329K 0.16% 123
2018
Q2 		$3.89M Sell
86,678
-684
-0.8% -$30.7K 0.13% 132
2018
Q1 		$3.87M Buy
87,362
+1,338
+2% +$61.7K 0.14% 127
2017
Q4 		$3.96M Buy
86,024
+9,600
+13% +$430K 0.14% 112
2017
Q3 		$3.32M Buy
+76,424
New +$3.26M 0.12% 110

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return