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Susquehanna Trust & Investment’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Susquehanna Trust & Investment’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
2015
Q1 		– Sell
-5,586
Closed -$207K – 109
2014
Q4 		$207K Buy
+5,586
New +$203K 0.04% 102

Other funds holding DLN

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna Trust & Investment's DLN Position: Q1 2015 in Review

Susquehanna Trust & Investment sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2015, closing a stake of 5,586 shares — an estimated $207K sold.

Susquehanna Trust & Investment first reported a position in DLN in Q4 2014 and held it in 1 quarter. The position peaked at $207K in Q4 2014. 122 funds tracked by Wall St. Rank hold DLN as of Q1 2015.

  • Susquehanna Trust & Investment reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • Susquehanna Trust & Investment sold 5,586 WisdomTree US LargeCap Dividend Fund shares in Q1 2015, an estimated $207K.
  • Susquehanna Trust & Investment first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2014 and held it in 1 quarter.
  • Susquehanna Trust & Investment's WisdomTree US LargeCap Dividend Fund position peaked at $207K in Q4 2014.
  • 122 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2015.

Based on Susquehanna Trust & Investment's 13F filing for Q1 2015, filed 23 Apr 2015.