Mosaic Financial Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Mosaic Financial Partners’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
2018 Q2	$278K	Sell	6,198 -264	-4%	-$11.8K	0.18%	43
2018 Q1	$285K	Hold	6,462	–	–	0.17%	47
2017 Q4	$297K	Hold	6,462	–	–	0.17%	45
2017 Q3	$281K	Hold	6,462	–	–	0.17%	43
2017 Q2	$272K	Sell	6,462 -328	-5%	-$13.7K	0.17%	41
2017 Q1	$282K	Hold	6,790	–	–	0.18%	40
2016 Q4	$271K	Hold	6,790	–	–	0.17%	41
2016 Q3	$261K	Hold	6,790	–	–	0.16%	40
2016 Q2	$257K	Buy	+6,790	New	+$251K	0.16%	40

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 $6.46B AUM 18.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

EWM

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 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

Mosaic Financial Partners's DLN Position: Q2 2018 in Review

Mosaic Financial Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4.1% in Q2 2018, selling an estimated $11.8K and leaving 6,198 shares worth $278K. The position accounts for 0.18% of the portfolio, ranked #43.

Mosaic Financial Partners first reported a position in DLN in Q2 2016 and has held it in 9 quarters since. The position peaked at $297K in Q4 2017. 191 funds tracked by Wall St. Rank hold DLN as of Q2 2018.

Mosaic Financial Partners held 6,198 shares of WisdomTree US LargeCap Dividend Fund worth $278K as of Q2 2018.
Mosaic Financial Partners sold 264 WisdomTree US LargeCap Dividend Fund shares in Q2 2018, an estimated $11.8K.
WisdomTree US LargeCap Dividend Fund made up 0.18% of Mosaic Financial Partners's portfolio in Q2 2018, its #43 holding.
Mosaic Financial Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2016 and has held it in 9 quarters since.
Mosaic Financial Partners's WisdomTree US LargeCap Dividend Fund position peaked at $297K in Q4 2017.
191 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.