McIlrath & Eck’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

McIlrath & Eck’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
2019 Q3	–	Sell	-60	Closed	-$3K	–	630
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	526
2019 Q1	$3K	Hold	60	–	–	﹤0.01%	526
2018 Q4	$3K	Hold	60	–	–	﹤0.01%	439
2018 Q3	$3K	Hold	60	–	–	﹤0.01%	438
2018 Q2	$3K	Hold	60	–	–	﹤0.01%	418
2018 Q1	$3K	Hold	60	–	–	﹤0.01%	396
2017 Q4	$3K	Buy	+60	New	+$2.69K	﹤0.01%	418

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McIlrath & Eck's DLN Position: Q3 2019 in Review

McIlrath & Eck sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2019, closing a stake of 60 shares — an estimated $3K sold.

McIlrath & Eck first reported a position in DLN in Q4 2017 and held it in 7 quarters. The position peaked at $3K in Q2 2019. 212 funds tracked by Wall St. Rank hold DLN as of Q3 2019.

McIlrath & Eck reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
McIlrath & Eck sold 60 WisdomTree US LargeCap Dividend Fund shares in Q3 2019, an estimated $3K.
McIlrath & Eck first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 7 quarters.
McIlrath & Eck's WisdomTree US LargeCap Dividend Fund position peaked at $3K in Q2 2019.
212 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2019.

Based on McIlrath & Eck's 13F filing for Q3 2019, filed 5 Nov 2019.