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

Rehmann Capital Advisory 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
2019 Q3	–	Sell	-230	Closed	-$11.1K	–	1755
2019 Q2	$11.1K	Sell	230 -1,370	-86%	-$65.4K	﹤0.01%	1310
2019 Q1	$75.4K	Buy	+1,600	New	+$72.8K	0.01%	679
2018 Q4	–	Sell	-1,600	Closed	-$76.3K	–	1878
2018 Q3	$76.3K	Hold	1,600	–	–	0.01%	668
2018 Q2	$71.8K	Hold	1,600	–	–	0.01%	663
2018 Q1	$71K	Buy	+1,600	New	+$73.7K	0.01%	650

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

EWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

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

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

Rehmann Capital Advisory Group's DLN Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2019, closing a stake of 230 shares — an estimated $11.1K sold.

Rehmann Capital Advisory Group first reported a position in DLN in Q1 2018 and held it in 5 quarters. The position peaked at $76.3K in Q3 2018. 212 funds tracked by Wall St. Rank hold DLN as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 230 WisdomTree US LargeCap Dividend Fund shares in Q3 2019, an estimated $11.1K.
Rehmann Capital Advisory Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's WisdomTree US LargeCap Dividend Fund position peaked at $76.3K in Q3 2018.
212 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.