Red Cedar Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Red Cedar Investment 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
2020 Q2	–	Sell	-364,598	Closed	-$14.8M	–	82
2020 Q1	$14.8M	Sell	364,598 -24,556	-6%	-$1.2M	6.34%	8
2019 Q4	$20.6M	Buy	389,154 +3,380	+0.9%	+$172K	5.48%	10
2019 Q3	$19.4M	Hold	385,774	–	–	6.12%	10
2019 Q2	$18.7M	Buy	385,774 +992	+0.3%	+$47.3K	6.83%	9
2019 Q1	$18.5M	Sell	384,782 -15,954	-4%	-$726K	6.38%	7
2018 Q4	$16.9M	Sell	400,736 -1,668	-0.4%	-$75.5K	5.86%	6
2018 Q3	$19.2M	Buy	+402,404	New	+$18.9M	5.67%	7

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

Red Cedar Investment Management's DLN Position: Q2 2020 in Review

Red Cedar Investment Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2020, closing a stake of 364,598 shares — an estimated $14.8M sold.

Red Cedar Investment Management first reported a position in DLN in Q3 2018 and held it in 7 quarters. The position peaked at $20.6M in Q4 2019. 220 funds tracked by Wall St. Rank hold DLN as of Q2 2020.

Red Cedar Investment Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Red Cedar Investment Management sold 364,598 WisdomTree US LargeCap Dividend Fund shares in Q2 2020, an estimated $14.8M.
Red Cedar Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2018 and held it in 7 quarters.
Red Cedar Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $20.6M in Q4 2019.
220 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2020.

Based on Red Cedar Investment Management's 13F filing for Q2 2020, filed 12 Aug 2020.