Parallax Volatility Advisers
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Parallax Volatility Advisers’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Parallax Volatility Advisers’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
-2
Closed – – 2492
2019
Q2 		$0 Hold
2
– – ﹤0.01% 2740
2019
Q1 		$0 Sell
2
-28
-93% -$1.27K ﹤0.01% 2946
2018
Q4 		$1K Buy
30
+28
+1,400% +$1.27K ﹤0.01% 2748
2018
Q3 		$0 Hold
2
– – ﹤0.01% 2722
2018
Q2 		$0 Hold
2
– – ﹤0.01% 2298
2018
Q1 		$0 Hold
2
– – ﹤0.01% 2615
2017
Q4 		$0 Hold
2
– – ﹤0.01% 4070
2017
Q3 		$0 Hold
2
– – ﹤0.01% 2262
2017
Q2 		$0 Hold
2
– – ﹤0.01% 2560
2017
Q1 		$0 Hold
2
– – ﹤0.01% 3702
2016
Q4 		$0 Hold
2
– – ﹤0.01% 3212
2016
Q3 		$0 Hold
2
– – ﹤0.01% 3011
2016
Q2 		$0 Hold
2
– – ﹤0.01% 2644
2016
Q1 		$0 Hold
2
– – ﹤0.01% 2683
2015
Q4 		$0 Hold
2
– – ﹤0.01% 3011
2015
Q3 		$0 Hold
2
– – ﹤0.01% 3058
2015
Q2 		$0 Hold
2
– – ﹤0.01% 3800
2015
Q1 		$0 Hold
2
– – ﹤0.01% 4533
2014
Q4 		$0 Buy
+2
New +$73 ﹤0.01% 5116

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 $6.46B AUM 18.45% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parallax Volatility Advisers's DLN Position: Q3 2019 in Review

Parallax Volatility Advisers sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2019, closing a stake of 2 shares.

Parallax Volatility Advisers first reported a position in DLN in Q4 2014 and held it in 19 quarters. The position peaked at $1K in Q4 2018. 211 funds tracked by Wall St. Rank hold DLN as of Q3 2019.

  • Parallax Volatility Advisers reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Parallax Volatility Advisers sold 2 WisdomTree US LargeCap Dividend Fund shares in Q3 2019.
  • Parallax Volatility Advisers first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2014 and held it in 19 quarters.
  • Parallax Volatility Advisers's WisdomTree US LargeCap Dividend Fund position peaked at $1K in Q4 2018.
  • 211 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2019.

Based on Parallax Volatility Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.