Suntrust Banks’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Suntrust Banks’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	$293K	Sell	5,912 -2	-0%	-$97	﹤0.01%	1134
2019 Q2	$286K	Sell	5,914 -2	-0%	-$95	﹤0.01%	1136
2019 Q1	$279K	Sell	5,916 -1,988	-25%	-$90.4K	﹤0.01%	1116
2018 Q4	$333K	Sell	7,904 -2	-0%	-$91	﹤0.01%	1020
2018 Q3	$377K	Buy	+7,906	New	+$371K	﹤0.01%	1008
2017 Q2	–	Sell	-4,826	Closed	-$201K	–	1255
2017 Q1	$201K	Buy	+4,826	New	+$198K	﹤0.01%	1188

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

Suntrust Banks's DLN Position: Q3 2019 in Review

Suntrust Banks reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.03% in Q3 2019, selling an estimated $97 and leaving 5,912 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Suntrust Banks first reported a position in DLN in Q1 2017 and has held it in 6 quarters since. The position peaked at $377K in Q3 2018. 212 funds tracked by Wall St. Rank hold DLN as of Q3 2019.

Suntrust Banks held 5,912 shares of WisdomTree US LargeCap Dividend Fund worth $293K as of Q3 2019.
Suntrust Banks sold 2 WisdomTree US LargeCap Dividend Fund shares in Q3 2019, an estimated $97.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Suntrust Banks's portfolio in Q3 2019, its #1134 holding.
Suntrust Banks first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2017 and has held it in 6 quarters since.
Suntrust Banks's WisdomTree US LargeCap Dividend Fund position peaked at $377K in Q3 2018.
212 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.