White Lighthouse Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

White Lighthouse Investment 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 Q2	–	Sell	-7,050	Closed	-$332K	–	127
2019 Q1	$332K	Sell	7,050 -2,370	-25%	-$108K	0.15%	90
2018 Q4	$398K	Sell	9,420 -6,300	-40%	-$285K	0.22%	78
2018 Q3	$750K	Sell	15,720 -1,480	-9%	-$69.4K	0.38%	61
2018 Q2	$772K	Sell	17,200 -2,600	-13%	-$117K	0.42%	56
2018 Q1	$876K	Sell	19,800 -650	-3%	-$29.9K	0.5%	49
2017 Q4	$942K	Buy	+20,450	New	+$917K	0.54%	50

Other funds holding DLN

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return