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StrategIQ Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

StrategIQ Financial Group’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
-4,400
Closed -$203K – 163
2017
Q4 		$203K Buy
+4,400
New +$197K 0.08% 156

Other funds holding DLN

PNC Financial Services Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
GW
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 $8.8B AUM 21.82% 1-Year Est. Return

StrategIQ Financial Group's DLN Position: Q1 2018 in Review

StrategIQ Financial Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2018, closing a stake of 4,400 shares — an estimated $203K sold.

StrategIQ Financial Group first reported a position in DLN in Q4 2017 and held it in 1 quarter. The position peaked at $203K in Q4 2017. 193 funds tracked by Wall St. Rank hold DLN as of Q1 2018.

  • StrategIQ Financial Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • StrategIQ Financial Group sold 4,400 WisdomTree US LargeCap Dividend Fund shares in Q1 2018, an estimated $203K.
  • StrategIQ Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 1 quarter.
  • StrategIQ Financial Group's WisdomTree US LargeCap Dividend Fund position peaked at $203K in Q4 2017.
  • 193 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2018.

Based on StrategIQ Financial Group's 13F filing for Q1 2018, filed 27 Apr 2018.