Kernodle & Katon Asset Management Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kernodle & Katon Asset Management Group’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 Q4	–	Sell	-110	Closed	-$4K	–	296
2016 Q3	$4K	Hold	110	–	–	﹤0.01%	311
2016 Q2	$4K	Hold	110	–	–	﹤0.01%	267
2016 Q1	$4K	Hold	110	–	–	﹤0.01%	263
2015 Q4	$4K	Buy	+110	New	+$3.94K	﹤0.01%	241

Other funds holding DLN

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WSTAM

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

EWM

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

SWP

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

RJA

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

Kernodle & Katon Asset Management Group's DLN Position: Q4 2016 in Review

Kernodle & Katon Asset Management Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2016, closing a stake of 110 shares — an estimated $4K sold.

Kernodle & Katon Asset Management Group first reported a position in DLN in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q3 2016. 152 funds tracked by Wall St. Rank hold DLN as of Q4 2016.

Kernodle & Katon Asset Management Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
Kernodle & Katon Asset Management Group sold 110 WisdomTree US LargeCap Dividend Fund shares in Q4 2016, an estimated $4K.
Kernodle & Katon Asset Management Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2015 and held it in 4 quarters.
Kernodle & Katon Asset Management Group's WisdomTree US LargeCap Dividend Fund position peaked at $4K in Q3 2016.
152 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2016.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q4 2016, filed 14 Feb 2017.