WA
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WFG Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

WFG 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
2017
Q2 		$97K Hold
2,300
– – 0.02% 533
2017
Q1 		$95K Hold
2,300
– – 0.03% 493
2016
Q4 		$92K Sell
2,300
-418
-15% -$16.2K 0.02% 540
2016
Q3 		$105K Buy
2,718
+4
+0.1% +$154 0.03% 505
2016
Q2 		$103K Buy
2,714
+2
+0.1% +$74 0.03% 489
2016
Q1 		$100K Buy
2,712
+804
+42% +$27.9K 0.03% 469
2015
Q4 		$68K Buy
1,908
+2
+0.1% +$72 0.02% 568
2015
Q3 		$64K Buy
1,906
+4
+0.2% +$141 0.02% 568
2015
Q2 		$69K Buy
+1,902
New +$70.7K 0.02% 637
2014
Q1 		– Sell
-82
Closed -$3K – 2033
2013
Q4 		$3K Hold
82
– – ﹤0.01% 1864
2013
Q3 		$3K Hold
82
– – ﹤0.01% 1833
2013
Q2 		$2K Buy
+82
New +$2.48K ﹤0.01% 1839

Other funds holding DLN

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return