SOL Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

SOL Capital 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
2018 Q1	–	Sell	-5,000	Closed	-$230K	–	241
2017 Q4	$230K	Hold	5,000	–	–	0.07%	223
2017 Q3	$217K	Hold	5,000	–	–	0.06%	237
2017 Q2	$210K	Hold	5,000	–	–	0.06%	236
2017 Q1	$207K	Buy	+5,000	New	+$205K	0.06%	227

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

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

EWM

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 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

SOL Capital Management's DLN Position: Q1 2018 in Review

SOL Capital Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2018, closing a stake of 5,000 shares — an estimated $230K sold.

SOL Capital Management first reported a position in DLN in Q1 2017 and held it in 4 quarters. The position peaked at $230K in Q4 2017. 193 funds tracked by Wall St. Rank hold DLN as of Q1 2018.

SOL Capital Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
SOL Capital Management sold 5,000 WisdomTree US LargeCap Dividend Fund shares in Q1 2018, an estimated $230K.
SOL Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2017 and held it in 4 quarters.
SOL Capital Management's WisdomTree US LargeCap Dividend Fund position peaked at $230K in Q4 2017.
193 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2018.

Based on SOL Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.