Klingman & Associates’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Klingman & Associates’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	-1,200	Closed	-$46K	–	156
2016 Q3	$46K	Hold	1,200	–	–	0.01%	190
2016 Q2	$45K	Hold	1,200	–	–	0.01%	198
2016 Q1	$44K	Hold	1,200	–	–	0.02%	197
2015 Q4	$43K	Hold	1,200	–	–	0.02%	213
2015 Q3	$40K	Hold	1,200	–	–	0.02%	215
2015 Q2	$43K	Hold	1,200	–	–	0.02%	187
2015 Q1	$44K	Hold	1,200	–	–	0.02%	175
2014 Q4	$44K	Buy	+1,200	New	+$43.6K	0.02%	183

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $7.07B AUM 24.72% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

RJA

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

Klingman & Associates's DLN Position: Q4 2016 in Review

Klingman & Associates sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2016, closing a stake of 1,200 shares — an estimated $46K sold.

Klingman & Associates first reported a position in DLN in Q4 2014 and held it in 8 quarters. The position peaked at $46K in Q3 2016. 152 funds tracked by Wall St. Rank hold DLN as of Q4 2016.

Klingman & Associates reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 1,200 WisdomTree US LargeCap Dividend Fund shares in Q4 2016, an estimated $46K.
Klingman & Associates first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2014 and held it in 8 quarters.
Klingman & Associates's WisdomTree US LargeCap Dividend Fund position peaked at $46K in Q3 2016.
152 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.