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Sigma Investment Counselors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sigma Investment Counselors’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
-5,340
Closed -$213K – 135
2016
Q4 		$213K Hold
5,340
– – 0.03% 118
2016
Q3 		$206K Buy
+5,340
New +$206K 0.03% 120

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PV
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
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
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Sigma Investment Counselors's DLN Position: Q1 2017 in Review

Sigma Investment Counselors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2017, closing a stake of 5,340 shares — an estimated $213K sold.

Sigma Investment Counselors first reported a position in DLN in Q3 2016 and held it in 2 quarters. The position peaked at $213K in Q4 2016. 161 funds tracked by Wall St. Rank hold DLN as of Q1 2017.

  • Sigma Investment Counselors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Sigma Investment Counselors sold 5,340 WisdomTree US LargeCap Dividend Fund shares in Q1 2017, an estimated $213K.
  • Sigma Investment Counselors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2016 and held it in 2 quarters.
  • Sigma Investment Counselors's WisdomTree US LargeCap Dividend Fund position peaked at $213K in Q4 2016.
  • 161 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2017.

Based on Sigma Investment Counselors's 13F filing for Q1 2017, filed 8 May 2017.