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Macroview Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Macroview Investment Management’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
2013
Q4 		– Sell
-1,168
Closed -$36K – 211
2013
Q3 		$36K Hold
1,168
– – 0.06% 43
2013
Q2 		$35K Buy
+1,168
New +$35.3K 0.04% 42

Other funds holding DLN

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 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 $1.55T AUM 33.47% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Macroview Investment Management's DLN Position: Q4 2013 in Review

Macroview Investment Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2013, closing a stake of 1,168 shares — an estimated $36K sold.

Macroview Investment Management first reported a position in DLN in Q2 2013 and held it in 2 quarters. The position peaked at $36K in Q3 2013. 95 funds tracked by Wall St. Rank hold DLN as of Q4 2013.

  • Macroview Investment Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2013 after selling out during the quarter.
  • Macroview Investment Management sold 1,168 WisdomTree US LargeCap Dividend Fund shares in Q4 2013, an estimated $36K.
  • Macroview Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and held it in 2 quarters.
  • Macroview Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $36K in Q3 2013.
  • 95 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2013.

Based on Macroview Investment Management's 13F filing for Q4 2013, filed 6 Feb 2014.