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Tortoise Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Tortoise Investment 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
2018
Q1 		– Sell
-50
Closed -$2K – 550
2017
Q4 		$2K Hold
50
– – ﹤0.01% 510
2017
Q3 		$2K Hold
50
– – ﹤0.01% 450
2017
Q2 		$2K Hold
50
– – ﹤0.01% 451
2017
Q1 		$2K Hold
50
– – ﹤0.01% 435
2016
Q4 		$2K Hold
50
– – ﹤0.01% 443
2016
Q3 		$2K Hold
50
– – ﹤0.01% 399
2016
Q2 		$2K Buy
+50
New +$1.85K ﹤0.01% 436

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 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 $9.93B AUM 28.91% 1-Year Est. Return

Tortoise Investment Management's DLN Position: Q1 2018 in Review

Tortoise Investment Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2018, closing a stake of 50 shares — an estimated $2K sold.

Tortoise Investment Management first reported a position in DLN in Q2 2016 and held it in 7 quarters. The position peaked at $2K in Q4 2017. 193 funds tracked by Wall St. Rank hold DLN as of Q1 2018.

  • Tortoise Investment Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Tortoise Investment Management sold 50 WisdomTree US LargeCap Dividend Fund shares in Q1 2018, an estimated $2K.
  • Tortoise Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2016 and held it in 7 quarters.
  • Tortoise Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $2K in Q4 2017.
  • 193 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2018.

Based on Tortoise Investment Management's 13F filing for Q1 2018, filed 11 May 2018.