National Planning Corporation’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

National Planning Corporation’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
2017 Q2	–	Sell	-23,502	Closed	-$974K	–	747
2017 Q1	$974K	Sell	23,502 -42,818	-65%	-$1.75M	0.07%	245
2016 Q4	$2.66M	Buy	66,320 +3,168	+5%	+$123K	0.21%	104
2016 Q3	$2.38M	Sell	63,152 -1,654	-3%	-$63.9K	0.19%	113
2016 Q2	$2.49M	Sell	64,806 -3,042	-4%	-$113K	0.19%	111
2016 Q1	$2.49M	Sell	67,848 -1,058	-2%	-$36.7K	0.22%	105
2015 Q4	$2.32M	Buy	68,906 +3,246	+5%	+$116K	0.19%	119
2015 Q3	$2.41M	Buy	65,660 +3,070	+5%	+$108K	0.22%	100
2015 Q2	$2.27M	Buy	62,590 +4,898	+8%	+$182K	0.2%	109
2015 Q1	$2.14M	Sell	57,692 -5,684	-9%	-$210K	0.19%	114
2014 Q4	$2.32M	Buy	63,376 +128	+0.2%	+$4.65K	0.16%	120
2014 Q3	$2.25M	Sell	63,248 -3,212	-5%	-$114K	0.17%	115
2014 Q2	$2.35M	Buy	66,460 +372	+0.6%	+$12.8K	0.18%	106
2014 Q1	$2.25M	Sell	66,088 -1,540	-2%	-$50.5K	0.19%	103
2013 Q4	$2.25M	Buy	67,628 +2,072	+3%	+$66.6K	0.2%	113
2013 Q3	$2.02M	Buy	65,556 +2,104	+3%	+$64.9K	0.2%	119
2013 Q2	$1.9M	Buy	+63,452	New	+$1.92M	0.24%	102

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

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 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

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

SWP

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

National Planning Corporation's DLN Position: Q2 2017 in Review

National Planning Corporation sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2017, closing a stake of 23,502 shares — an estimated $974K sold.

National Planning Corporation first reported a position in DLN in Q2 2013 and held it in 16 quarters. The position peaked at $2.66M in Q4 2016. 168 funds tracked by Wall St. Rank hold DLN as of Q2 2017.

National Planning Corporation reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2017 after selling out during the quarter.
National Planning Corporation sold 23,502 WisdomTree US LargeCap Dividend Fund shares in Q2 2017, an estimated $974K.
National Planning Corporation first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and held it in 16 quarters.
National Planning Corporation's WisdomTree US LargeCap Dividend Fund position peaked at $2.66M in Q4 2016.
168 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2017.

Based on National Planning Corporation's 13F filing for Q2 2017, filed 2 Aug 2017.