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

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

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

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

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 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

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

SWP

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

WFG Advisors's DLN Position: Q2 2017 in Review

WFG Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2017 at 2,300 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #533.

WFG Advisors first reported a position in DLN in Q2 2013 and has held it in 12 quarters since. The position peaked at $105K in Q3 2016. 168 funds tracked by Wall St. Rank hold DLN as of Q2 2017.

WFG Advisors held 2,300 shares of WisdomTree US LargeCap Dividend Fund worth $97K as of Q2 2017.
WFG Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2017.
WisdomTree US LargeCap Dividend Fund made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #533 holding.
WFG Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 12 quarters since.
WFG Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $105K in Q3 2016.
168 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.