OPWM
DLN icon

Oak Point Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Oak Point Wealth 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
2018
Q1 		$2.1M Sell
48,340
-3,010
-6% -$139K 2.14% 12
2017
Q4 		$2.36M Buy
+51,350
New +$2.3M 2.33% 11

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 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

Oak Point Wealth Management's DLN Position: Q1 2018 in Review

Oak Point Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 5.9% in Q1 2018, selling an estimated $139K and leaving 48,340 shares worth $2.1M. The position accounts for 2.14% of the portfolio, ranked #12.

Oak Point Wealth Management first reported a position in DLN in Q4 2017 and has held it in 2 quarters since. The position peaked at $2.36M in Q4 2017. 193 funds tracked by Wall St. Rank hold DLN as of Q1 2018.

  • Oak Point Wealth Management held 48,340 shares of WisdomTree US LargeCap Dividend Fund worth $2.1M as of Q1 2018.
  • Oak Point Wealth Management sold 3,010 WisdomTree US LargeCap Dividend Fund shares in Q1 2018, an estimated $139K.
  • WisdomTree US LargeCap Dividend Fund made up 2.14% of Oak Point Wealth Management's portfolio in Q1 2018, its #12 holding.
  • Oak Point Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $2.36M in Q4 2017.
  • 193 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.