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

Weatherstone 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
2019
Q1 		– Sell
-29,970
Closed -$1.43M – 98
2018
Q4 		$1.43M Buy
+29,970
New +$1.36M 0.35% 58

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 $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Weatherstone Capital Management's DLN Position: Q1 2019 in Review

Weatherstone Capital Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2019, closing a stake of 29,970 shares — an estimated $1.43M sold.

Weatherstone Capital Management first reported a position in DLN in Q4 2018 and held it in 1 quarter. The position peaked at $1.43M in Q4 2018. 210 funds tracked by Wall St. Rank hold DLN as of Q1 2019.

  • Weatherstone Capital Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 29,970 WisdomTree US LargeCap Dividend Fund shares in Q1 2019, an estimated $1.43M.
  • Weatherstone Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's WisdomTree US LargeCap Dividend Fund position peaked at $1.43M in Q4 2018.
  • 210 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.