Rex Capital Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Rex Capital Advisors’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 Q1	–	Sell	-5,486	Closed	-$219K	–	37
2016 Q4	$219K	Hold	5,486	–	–	0.21%	24
2016 Q3	$211K	Hold	5,486	–	–	0.23%	23
2016 Q2	$208K	Hold	5,486	–	–	0.22%	17
2016 Q1	$201K	Buy	+5,486	New	+$190K	0.21%	31
2015 Q1	–	Sell	-5,420	Closed	-$201K	–	53
2014 Q4	$201K	Buy	+5,420	New	+$197K	0.19%	54

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

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWP

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

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

Rex Capital Advisors's DLN Position: Q1 2017 in Review

Rex Capital Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2017, closing a stake of 5,486 shares — an estimated $219K sold.

Rex Capital Advisors first reported a position in DLN in Q4 2014 and held it in 5 quarters. The position peaked at $219K in Q4 2016. 161 funds tracked by Wall St. Rank hold DLN as of Q1 2017.

Rex Capital Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
Rex Capital Advisors sold 5,486 WisdomTree US LargeCap Dividend Fund shares in Q1 2017, an estimated $219K.
Rex Capital Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2014 and held it in 5 quarters.
Rex Capital Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $219K in Q4 2016.
161 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2017.

Based on Rex Capital Advisors's 13F filing for Q1 2017, filed 12 May 2017.