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Penserra Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Penserra Capital Management’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
2017
Q3 		– Sell
-6,330
Closed -$266K – 541
2017
Q2 		$266K Buy
+6,330
New +$265K 0.1% 146

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RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Penserra Capital Management's DLN Position: Q3 2017 in Review

Penserra Capital Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2017, closing a stake of 6,330 shares — an estimated $266K sold.

Penserra Capital Management first reported a position in DLN in Q2 2017 and held it in 1 quarter. The position peaked at $266K in Q2 2017. 171 funds tracked by Wall St. Rank hold DLN as of Q3 2017.

  • Penserra Capital Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • Penserra Capital Management sold 6,330 WisdomTree US LargeCap Dividend Fund shares in Q3 2017, an estimated $266K.
  • Penserra Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2017 and held it in 1 quarter.
  • Penserra Capital Management's WisdomTree US LargeCap Dividend Fund position peaked at $266K in Q2 2017.
  • 171 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2017.

Based on Penserra Capital Management's 13F filing for Q3 2017, filed 26 Oct 2017.