ICOA
DLN icon

Investment Centers of America’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-10,020
Closed -$435K – 100
2017
Q3 		$435K Buy
10,020
+2,790
+39% +$119K 0.03% 370
2017
Q2 		$305K Buy
7,230
+932
+15% +$39K 0.02% 443
2017
Q1 		$262K Buy
6,298
+94
+2% +$3.85K 0.02% 501
2016
Q4 		$248K Buy
+6,204
New +$240K 0.02% 483

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GW
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Investment Centers of America's DLN Position: Q4 2017 in Review

Investment Centers of America sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2017, closing a stake of 10,020 shares — an estimated $435K sold.

Investment Centers of America first reported a position in DLN in Q4 2016 and held it in 4 quarters. The position peaked at $435K in Q3 2017. 191 funds tracked by Wall St. Rank hold DLN as of Q4 2017.

  • Investment Centers of America reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 10,020 WisdomTree US LargeCap Dividend Fund shares in Q4 2017, an estimated $435K.
  • Investment Centers of America first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2016 and held it in 4 quarters.
  • Investment Centers of America's WisdomTree US LargeCap Dividend Fund position peaked at $435K in Q3 2017.
  • 191 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.