Integrated Wealth Management (Palm Desert)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q3	–	Sell	-880	Closed	-$33K	–	1258
2016 Q2	$33K	Hold	880	–	–	0.01%	487
2016 Q1	$32K	Hold	880	–	–	0.01%	452
2015 Q4	$31K	Hold	880	–	–	0.01%	481
2015 Q3	$30K	Hold	880	–	–	0.01%	477
2015 Q2	$32K	Sell	880 -1,100	-56%	-$40.9K	0.01%	476
2015 Q1	$72K	Buy	+1,980	New	+$73.1K	0.03%	323

Other funds holding DLN

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return