PAMG
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Patton Albertson Miller Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Patton Albertson Miller Group’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
2015
Q3 		– Sell
-7,222
Closed -$262K – 116
2015
Q2 		$262K Sell
7,222
-3,236
-31% -$120K 0.11% 116
2015
Q1 		$383K Sell
10,458
-30,210
-74% -$1.12M 0.16% 119
2014
Q4 		$1.51M Buy
40,668
+4,766
+13% +$173K 0.7% 56
2014
Q3 		$1.28M Sell
35,902
-5,240
-13% -$187K 0.67% 50
2014
Q2 		$1.46M Buy
41,142
+3,804
+10% +$131K 0.74% 34
2014
Q1 		$1.26M Sell
37,338
-6,638
-15% -$218K 0.67% 48
2013
Q4 		$1.46M Sell
43,976
-3,832
-8% -$123K 0.86% 44
2013
Q3 		$1.46M Buy
47,808
+1,640
+4% +$50.6K 0.87% 40
2013
Q2 		$1.38M Buy
+46,168
New +$1.39M 0.84% 43

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $564B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return