Wealthfront’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wealthfront’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
2015 Q3	–	Sell	-12	Closed	–	–	1272
2015 Q2	$0	Hold	12	–	–	﹤0.01%	1305
2015 Q1	$0	Sell	12 -200	-94%	-$7.39K	﹤0.01%	1206
2014 Q4	$8K	Buy	+212	New	+$7.7K	﹤0.01%	573

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

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

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WSTAM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wealthfront's DLN Position: Q3 2015 in Review

Wealthfront sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2015, closing a stake of 12 shares.

Wealthfront first reported a position in DLN in Q4 2014 and held it in 3 quarters. The position peaked at $8K in Q4 2014. 120 funds tracked by Wall St. Rank hold DLN as of Q3 2015.

Wealthfront reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2015 after selling out during the quarter.
Wealthfront sold 12 WisdomTree US LargeCap Dividend Fund shares in Q3 2015.
Wealthfront first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2014 and held it in 3 quarters.
Wealthfront's WisdomTree US LargeCap Dividend Fund position peaked at $8K in Q4 2014.
120 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.