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Global Wealth Management Investment Advisory’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Global Wealth Management Investment Advisory’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
-208
Closed -$10K – 712
2019
Q1 		$10K Buy
+208
New +$9.46K 0.01% 383

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 $7.56B AUM 23.82% 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

Global Wealth Management Investment Advisory's DLN Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2019, closing a stake of 208 shares — an estimated $10K sold.

Global Wealth Management Investment Advisory first reported a position in DLN in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 200 funds tracked by Wall St. Rank hold DLN as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 208 WisdomTree US LargeCap Dividend Fund shares in Q2 2019, an estimated $10K.
  • Global Wealth Management Investment Advisory first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's WisdomTree US LargeCap Dividend Fund position peaked at $10K in Q1 2019.
  • 200 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.