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Pathstone Family Office’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Pathstone Family Office’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
2013
Q3 		– Sell
-2,000
Closed -$60K – 334
2013
Q2 		$60K Buy
+2,000
New +$60.4K 0.07% 85

Other funds holding DLN

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Pathstone Family Office's DLN Position: Q3 2013 in Review

Pathstone Family Office sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2013, closing a stake of 2,000 shares — an estimated $60K sold.

Pathstone Family Office first reported a position in DLN in Q2 2013 and held it in 1 quarter. The position peaked at $60K in Q2 2013. 93 funds tracked by Wall St. Rank hold DLN as of Q3 2013.

  • Pathstone Family Office reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • Pathstone Family Office sold 2,000 WisdomTree US LargeCap Dividend Fund shares in Q3 2013, an estimated $60K.
  • Pathstone Family Office first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and held it in 1 quarter.
  • Pathstone Family Office's WisdomTree US LargeCap Dividend Fund position peaked at $60K in Q2 2013.
  • 93 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2013.

Based on Pathstone Family Office's 13F filing for Q3 2013, filed 28 Oct 2013.