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Placemark Investments’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Placemark Investments’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
2014
Q4 		$16.7M Buy
450,492
+194,178
+76% +$7.05M 0.3% 71
2014
Q3 		$9.12M Sell
256,314
-1,038
-0.4% -$37K 0.17% 143
2014
Q2 		$9.11M Buy
257,352
+89,482
+53% +$3.09M 0.16% 144
2014
Q1 		$5.68M Buy
167,870
+14,410
+9% +$473K 0.11% 211
2013
Q4 		$5.11M Buy
153,460
+41,098
+37% +$1.32M 0.08% 275
2013
Q3 		$3.44M Sell
112,362
-790
-0.7% -$24.4K 0.07% 353
2013
Q2 		$3.38M Buy
+113,152
New +$3.42M 0.07% 329

Other funds holding DLN

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return