Vantage Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Vantage Investment 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
2016 Q2	–	Sell	-1,550	Closed	-$57K	–	854
2016 Q1	$57K	Hold	1,550	–	–	0.03%	232
2015 Q4	$55K	Hold	1,550	–	–	0.03%	224
2015 Q3	$52K	Hold	1,550	–	–	0.03%	219
2015 Q2	$56K	Sell	1,550 -2,240	-59%	-$83.3K	0.03%	229
2015 Q1	$139K	Buy	3,790 +2,240	+145%	+$82.7K	0.04%	198
2014 Q4	$57K	Hold	1,550	–	–	0.03%	221
2014 Q3	$55K	Hold	1,550	–	–	0.03%	217
2014 Q2	$55K	Hold	1,550	–	–	0.03%	222
2014 Q1	$52K	Hold	1,550	–	–	0.03%	213
2013 Q4	$52K	Buy	+1,550	New	+$49.8K	0.04%	204

Other funds holding DLN

PNC Financial Services Group

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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