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

Sterling 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
2019 Q3	$725K	Hold	14,640	–	–	0.01%	715
2019 Q2	$709K	Hold	14,640	–	–	0.01%	698
2019 Q1	$690K	Hold	14,640	–	–	0.01%	710
2018 Q4	$618K	Hold	14,640	–	–	0.01%	706
2018 Q3	$698K	Hold	14,640	–	–	0.01%	741
2018 Q2	$657K	Hold	14,640	–	–	0.01%	723
2018 Q1	$648K	Hold	14,640	–	–	0.01%	728
2017 Q4	$674K	Buy	+14,640	New	+$656K	0.01%	731

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

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

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

EWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

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

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

Sterling Capital Management's DLN Position: Q3 2019 in Review

Sterling Capital Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2019 at 14,640 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #715.

Sterling Capital Management first reported a position in DLN in Q4 2017 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold DLN as of Q3 2019.

Sterling Capital Management held 14,640 shares of WisdomTree US LargeCap Dividend Fund worth $725K as of Q3 2019.
Sterling Capital Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2019.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Sterling Capital Management's portfolio in Q3 2019, its #715 holding.
Sterling Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and has held it in 8 quarters since.
212 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2019.

Based on Sterling Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.