TCI Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

TCI Wealth Advisors’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	–	Sell	-3,320	Closed	-$134K	–	1500
2020 Q1	$134K	Buy	+3,320	New	+$163K	0.07%	177
2018 Q2	–	Sell	-750	Closed	-$33K	–	1522
2018 Q1	$33K	Hold	750	–	–	0.02%	389
2017 Q4	$35K	Buy	+750	New	+$33.6K	0.02%	394

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

TCI Wealth Advisors's DLN Position: Q2 2020 in Review

TCI Wealth Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2020, closing a stake of 3,320 shares — an estimated $134K sold.

TCI Wealth Advisors first reported a position in DLN in Q4 2017 and held it in 3 quarters. The position peaked at $134K in Q1 2020. 220 funds tracked by Wall St. Rank hold DLN as of Q2 2020.

TCI Wealth Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
TCI Wealth Advisors sold 3,320 WisdomTree US LargeCap Dividend Fund shares in Q2 2020, an estimated $134K.
TCI Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 3 quarters.
TCI Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $134K in Q1 2020.
220 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.