Tufton Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Tufton Capital 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 Q3	–	Sell	-9,440	Closed	-$423K	–	124
2018 Q2	$423K	Hold	9,440	–	–	0.09%	91
2018 Q1	$417K	Hold	9,440	–	–	0.08%	95
2017 Q4	$435K	Sell	9,440 -760	-7%	-$34.1K	0.08%	98
2017 Q3	$443K	Hold	10,200	–	–	0.09%	93
2017 Q2	$429K	Hold	10,200	–	–	0.09%	88
2017 Q1	$423K	Hold	10,200	–	–	0.08%	87
2016 Q4	$407K	Sell	10,200 -200	-2%	-$7.75K	0.08%	86
2016 Q3	$400K	Hold	10,400	–	–	0.08%	85
2016 Q2	$394K	Hold	10,400	–	–	0.08%	86
2016 Q1	$382K	Hold	10,400	–	–	0.1%	82
2015 Q4	$370K	Hold	10,400	–	–	0.09%	86
2015 Q3	$350K	Hold	10,400	–	–	0.08%	88
2015 Q2	$377K	Hold	10,400	–	–	0.08%	87
2015 Q1	$381K	Hold	10,400	–	–	0.07%	94
2014 Q4	$386K	Buy	+10,400	New	+$378K	0.07%	96

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tufton Capital Management's DLN Position: Q3 2018 in Review

Tufton Capital Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2018, closing a stake of 9,440 shares — an estimated $423K sold.

Tufton Capital Management first reported a position in DLN in Q4 2014 and held it in 15 quarters. The position peaked at $443K in Q3 2017. 191 funds tracked by Wall St. Rank hold DLN as of Q3 2018.

Tufton Capital Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Tufton Capital Management sold 9,440 WisdomTree US LargeCap Dividend Fund shares in Q3 2018, an estimated $423K.
Tufton Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2014 and held it in 15 quarters.
Tufton Capital Management's WisdomTree US LargeCap Dividend Fund position peaked at $443K in Q3 2017.
191 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2018.

Based on Tufton Capital Management's 13F filing for Q3 2018, filed 26 Oct 2018.