Quadrant Capital Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Quadrant Capital 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
2020 Q2	–	Sell	-280	Closed	-$11K	–	2256
2020 Q1	$11K	Hold	280	–	–	﹤0.01%	1419
2019 Q4	$14K	Hold	280	–	–	﹤0.01%	1804
2019 Q3	$13K	Buy	+280	New	+$13.6K	﹤0.01%	1708

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Quadrant Capital Group's DLN Position: Q2 2020 in Review

Quadrant Capital Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2020, closing a stake of 280 shares — an estimated $11K sold.

Quadrant Capital Group first reported a position in DLN in Q3 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 220 funds tracked by Wall St. Rank hold DLN as of Q2 2020.

Quadrant Capital Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Quadrant Capital Group sold 280 WisdomTree US LargeCap Dividend Fund shares in Q2 2020, an estimated $11K.
Quadrant Capital Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2019 and held it in 3 quarters.
Quadrant Capital Group's WisdomTree US LargeCap Dividend Fund position peaked at $14K in Q4 2019.
220 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2020.

Based on Quadrant Capital Group's 13F filing for Q2 2020, filed 13 Aug 2020.