Peachtree Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Peachtree Investment Advisors’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 Q4	$254K	Hold	6,018	–	–	0.2%	64
2018 Q3	$287K	Sell	6,018 -800	-12%	-$37.5K	0.2%	65
2018 Q2	$306K	Hold	6,818	–	–	0.22%	64
2018 Q1	$302K	Hold	6,818	–	–	0.23%	66
2017 Q4	$314K	Sell	6,818 -200	-3%	-$8.96K	0.24%	69
2017 Q3	$305K	Hold	7,018	–	–	0.26%	68
2017 Q2	$295K	Sell	7,018 -2,670	-28%	-$112K	0.25%	73
2017 Q1	$402K	Hold	9,688	–	–	0.37%	60
2016 Q4	$387K	Hold	9,688	–	–	0.38%	65
2016 Q3	$373K	Hold	9,688	–	–	0.37%	63
2016 Q2	$367K	Hold	9,688	–	–	0.37%	67
2016 Q1	$356K	Hold	9,688	–	–	0.36%	68
2015 Q4	$345K	Hold	9,688	–	–	0.36%	71
2015 Q3	$326K	Sell	9,688 -378	-4%	-$13.4K	0.34%	78
2015 Q2	$365K	Sell	10,066 -200	-2%	-$7.44K	0.27%	91
2015 Q1	$376K	Buy	10,266 +1,076	+12%	+$39.7K	0.27%	92
2014 Q4	$341K	Hold	9,190	–	–	0.23%	107
2014 Q3	$327K	Buy	9,190 +602	+7%	+$21.4K	0.22%	108
2014 Q2	$304K	Buy	+8,588	New	+$296K	0.2%	108

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Peachtree Investment Advisors's DLN Position: Q4 2018 in Review

Peachtree Investment Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q4 2018 at 6,018 shares worth $254K. The position accounts for 0.2% of the portfolio, ranked #64.

Peachtree Investment Advisors first reported a position in DLN in Q2 2014 and has held it in 19 quarters since. The position peaked at $402K in Q1 2017. 204 funds tracked by Wall St. Rank hold DLN as of Q4 2018.

Peachtree Investment Advisors held 6,018 shares of WisdomTree US LargeCap Dividend Fund worth $254K as of Q4 2018.
Peachtree Investment Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q4 2018.
WisdomTree US LargeCap Dividend Fund made up 0.2% of Peachtree Investment Advisors's portfolio in Q4 2018, its #64 holding.
Peachtree Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2014 and has held it in 19 quarters since.
Peachtree Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $402K in Q1 2017.
204 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.