Winch Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Winch Advisory Services’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
2016 Q3	–	Sell	-388	Closed	-$15K	–	273
2016 Q2	$15K	Buy	388 +2	+0.5%	+$74	0.02%	120
2016 Q1	$14K	Buy	386 +2	+0.5%	+$69	0.02%	95
2015 Q4	$14K	Buy	+384	New	+$13.8K	0.02%	108

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

SWP

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

EWM

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

Winch Advisory Services's DLN Position: Q3 2016 in Review

Winch Advisory Services sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2016, closing a stake of 388 shares — an estimated $15K sold.

Winch Advisory Services first reported a position in DLN in Q4 2015 and held it in 3 quarters. The position peaked at $15K in Q2 2016. 148 funds tracked by Wall St. Rank hold DLN as of Q3 2016.

Winch Advisory Services reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2016 after selling out during the quarter.
Winch Advisory Services sold 388 WisdomTree US LargeCap Dividend Fund shares in Q3 2016, an estimated $15K.
Winch Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2015 and held it in 3 quarters.
Winch Advisory Services's WisdomTree US LargeCap Dividend Fund position peaked at $15K in Q2 2016.
148 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2016.

Based on Winch Advisory Services's 13F filing for Q3 2016, filed 2 Nov 2016.