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Simon Quick Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Simon Quick 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
2018
Q2 		– Sell
-150
Closed -$7K – 353
2018
Q1 		$7K Buy
+150
New +$6.91K ﹤0.01% 249
2017
Q4 		– Sell
-150
Closed -$7K – 470
2017
Q3 		$7K Buy
+150
New +$6.39K ﹤0.01% 444

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
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Simon Quick Advisors's DLN Position: Q2 2018 in Review

Simon Quick Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2018, closing a stake of 150 shares — an estimated $7K sold.

Simon Quick Advisors first reported a position in DLN in Q3 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 190 funds tracked by Wall St. Rank hold DLN as of Q2 2018.

  • Simon Quick Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Simon Quick Advisors sold 150 WisdomTree US LargeCap Dividend Fund shares in Q2 2018, an estimated $7K.
  • Simon Quick Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2017 and held it in 2 quarters.
  • Simon Quick Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $7K in Q1 2018.
  • 190 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2018.

Based on Simon Quick Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.