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

JFS 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
2014
Q4 		– Sell
-896
Closed -$32K – 525
2014
Q3 		$32K Hold
896
– – 0.01% 219
2014
Q2 		$32K Sell
896
-28,530
-97% -$984K 0.01% 225
2014
Q1 		$995K Sell
29,426
-59,894
-67% -$1.97M 0.55% 36
2013
Q4 		$2.97M Sell
89,320
-1,164
-1% -$37.4K 1.29% 19
2013
Q3 		$2.77M Sell
90,484
-4,292
-5% -$132K 1.29% 20
2013
Q2 		$2.83M Buy
+94,776
New +$2.86M 1.42% 21

Other funds holding DLN

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return