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

Wealthcare 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
2016 Q2	–	Sell	-2,872	Closed	-$105K	–	204
2016 Q1	$105K	Buy	+2,872	New	+$99.7K	0.01%	58
2015 Q2	–	Sell	-1,106	Closed	-$41K	–	510
2015 Q1	$41K	Buy	+1,106	New	+$40.8K	﹤0.01%	285

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

RIG

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WSTAM

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

RJA

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Wealthcare Capital Management's DLN Position: Q2 2016 in Review

Wealthcare Capital Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2016, closing a stake of 2,872 shares — an estimated $105K sold.

Wealthcare Capital Management first reported a position in DLN in Q1 2015 and held it in 2 quarters. The position peaked at $105K in Q1 2016. 144 funds tracked by Wall St. Rank hold DLN as of Q2 2016.

Wealthcare Capital Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2016 after selling out during the quarter.
Wealthcare Capital Management sold 2,872 WisdomTree US LargeCap Dividend Fund shares in Q2 2016, an estimated $105K.
Wealthcare Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2015 and held it in 2 quarters.
Wealthcare Capital Management's WisdomTree US LargeCap Dividend Fund position peaked at $105K in Q1 2016.
144 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2016.

Based on Wealthcare Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.