Guidant Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Guidant Wealth Advisors’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 Q3	$2.46M	Sell	49,630 -1,482	-3%	-$72.2K	0.91%	30
2019 Q2	$2.48M	Hold	51,112	–	–	0.96%	29
2019 Q1	$2.41M	Sell	51,112 -438	-0.8%	-$19.9K	0.94%	29
2018 Q4	$2.18M	Sell	51,550 -168,412	-77%	-$7.63M	1.01%	29
2018 Q3	$5.35M	Sell	219,962 -196	-0.1%	-$9.19K	2.23%	17
2018 Q2	$5.16M	Sell	220,158 -588	-0.3%	-$26.4K	2.25%	17
2018 Q1	$4.89M	Sell	220,746 -350	-0.2%	-$16.1K	2.21%	18
2017 Q4	$5.3M	Buy	221,096 +166,174	+303%	+$7.45M	2.37%	18
2017 Q3	$2.41M	Sell	54,922 -374	-0.7%	-$15.9K	1.71%	18
2017 Q2	$2.32M	Sell	55,296 -114	-0.2%	-$4.76K	1.2%	28
2017 Q1	$2.29M	Sell	55,410 -2,508	-4%	-$103K	1.2%	28
2016 Q4	$2.33M	Sell	57,918 -11,150	-16%	-$432K	1.32%	29
2016 Q3	$2.63M	Buy	+69,068	New	+$2.67M	1.62%	22

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

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

EWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guidant Wealth Advisors's DLN Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.9% in Q3 2019, selling an estimated $72.2K and leaving 49,630 shares worth $2.46M. The position accounts for 0.91% of the portfolio, ranked #30.

Guidant Wealth Advisors first reported a position in DLN in Q3 2016 and has held it in 13 quarters since. The position peaked at $5.35M in Q3 2018. 212 funds tracked by Wall St. Rank hold DLN as of Q3 2019.

Guidant Wealth Advisors held 49,630 shares of WisdomTree US LargeCap Dividend Fund worth $2.46M as of Q3 2019.
Guidant Wealth Advisors sold 1,482 WisdomTree US LargeCap Dividend Fund shares in Q3 2019, an estimated $72.2K.
WisdomTree US LargeCap Dividend Fund made up 0.91% of Guidant Wealth Advisors's portfolio in Q3 2019, its #30 holding.
Guidant Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $5.35M in Q3 2018.
212 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.