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

Palladium 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
2014
Q2 		– Sell
-1,450
Closed -$49K – 299
2014
Q1 		$49K Buy
+1,450
New +$47.6K ﹤0.01% 343
2013
Q4 		– Sell
-1,500
Closed -$46K – 301
2013
Q3 		$46K Hold
1,500
– – ﹤0.01% 349
2013
Q2 		$45K Buy
+1,500
New +$45.3K ﹤0.01% 348

Other funds holding DLN

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BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
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U
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
GW
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LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return