Starfire Investment Advisers’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Starfire Investment Advisers’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
2020 Q2	$643K	Hold	13,858	–	–	0.31%	81
2020 Q1	$560K	Sell	13,858 -460	-3%	-$22.5K	0.31%	79
2019 Q4	$758K	Sell	14,318 -90	-0.6%	-$4.59K	0.29%	78
2019 Q3	$713K	Hold	14,408	–	–	0.29%	80
2019 Q2	$698K	Sell	14,408 -2,300	-14%	-$110K	0.31%	76
2019 Q1	$787K	Hold	16,708	–	–	0.36%	66
2018 Q4	$705K	Buy	16,708 +2,146	+15%	+$97.2K	0.38%	62
2018 Q3	$694K	Sell	14,562 -2,146	-13%	-$101K	0.34%	64
2018 Q2	$749K	Hold	16,708	–	–	0.38%	63
2018 Q1	$739K	Buy	+16,708	New	+$770K	0.38%	62
2017 Q4	–	Sell	-16,736	Closed	-$726K	–	163
2017 Q3	$726K	Hold	16,736	–	–	0.44%	51
2017 Q2	$703K	Hold	16,736	–	–	0.41%	53
2017 Q1	$691K	Buy	16,736 +250	+2%	+$10.2K	0.37%	56
2016 Q4	$659K	Hold	16,486	–	–	0.38%	58
2016 Q3	$635K	Sell	16,486 -280	-2%	-$10.8K	0.38%	59
2016 Q2	$635K	Hold	16,766	–	–	0.44%	51
2016 Q1	$615K	Hold	16,766	–	–	0.4%	56
2015 Q4	$596K	Sell	16,766 -650	-4%	-$23.3K	0.41%	58
2015 Q3	$586K	Sell	17,416 -440	-2%	-$15.5K	0.43%	56
2015 Q2	$647K	Buy	17,856 +30	+0.2%	+$1.12K	0.43%	56
2015 Q1	$653K	Buy	+17,826	New	+$658K	0.43%	55

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

EWM

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

RJFSA

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

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

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

SWP

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

Starfire Investment Advisers's DLN Position: Q2 2020 in Review

Starfire Investment Advisers held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2020 at 13,858 shares worth $643K. The position accounts for 0.31% of the portfolio, ranked #81.

Starfire Investment Advisers first reported a position in DLN in Q1 2015 and has held it in 21 quarters since. The position peaked at $787K in Q1 2019. 220 funds tracked by Wall St. Rank hold DLN as of Q2 2020.

Starfire Investment Advisers held 13,858 shares of WisdomTree US LargeCap Dividend Fund worth $643K as of Q2 2020.
Starfire Investment Advisers left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2020.
WisdomTree US LargeCap Dividend Fund made up 0.31% of Starfire Investment Advisers's portfolio in Q2 2020, its #81 holding.
Starfire Investment Advisers first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's WisdomTree US LargeCap Dividend Fund position peaked at $787K in Q1 2019.
220 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.