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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

White Lighthouse Investment Management's DLN Position: Q2 2019 in Review

White Lighthouse Investment Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2019, closing a stake of 7,050 shares — an estimated $332K sold.

White Lighthouse Investment Management first reported a position in DLN in Q4 2017 and held it in 6 quarters. The position peaked at $942K in Q4 2017. 199 funds tracked by Wall St. Rank hold DLN as of Q2 2019.

White Lighthouse Investment Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
White Lighthouse Investment Management sold 7,050 WisdomTree US LargeCap Dividend Fund shares in Q2 2019, an estimated $332K.
White Lighthouse Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 6 quarters.
White Lighthouse Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $942K in Q4 2017.
199 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2019.

Based on White Lighthouse Investment Management's 13F filing for Q2 2019, filed 31 Jul 2019.