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	–	157
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

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

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

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

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

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