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Investors Capital Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Investors Capital Advisory Services’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
2015
Q4 		– Sell
-7,472
Closed -$251K – 721
2015
Q3 		$251K Buy
+7,472
New +$264K 0.05% 498

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Bank of America
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PV
Private Vista Chicago, Illinois $207M AUM 1.59% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investors Capital Advisory Services's DLN Position: Q4 2015 in Review

Investors Capital Advisory Services sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2015, closing a stake of 7,472 shares — an estimated $251K sold.

Investors Capital Advisory Services first reported a position in DLN in Q3 2015 and held it in 1 quarter. The position peaked at $251K in Q3 2015. 135 funds tracked by Wall St. Rank hold DLN as of Q4 2015.

  • Investors Capital Advisory Services reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
  • Investors Capital Advisory Services sold 7,472 WisdomTree US LargeCap Dividend Fund shares in Q4 2015, an estimated $251K.
  • Investors Capital Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2015 and held it in 1 quarter.
  • Investors Capital Advisory Services's WisdomTree US LargeCap Dividend Fund position peaked at $251K in Q3 2015.
  • 135 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2015.

Based on Investors Capital Advisory Services's 13F filing for Q4 2015, filed 8 Feb 2016.