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Wolf Group Capital Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wolf Group Capital 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
2015
Q3 		– Sell
-36,000
Closed -$1.3M – 97
2015
Q2 		$1.3M Buy
+36,000
New +$1.34M 0.87% 48

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Wolf Group Capital Advisors's DLN Position: Q3 2015 in Review

Wolf Group Capital Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2015, closing a stake of 36,000 shares — an estimated $1.3M sold.

Wolf Group Capital Advisors first reported a position in DLN in Q2 2015 and held it in 1 quarter. The position peaked at $1.3M in Q2 2015. 120 funds tracked by Wall St. Rank hold DLN as of Q3 2015.

  • Wolf Group Capital Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 36,000 WisdomTree US LargeCap Dividend Fund shares in Q3 2015, an estimated $1.3M.
  • Wolf Group Capital Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2015 and held it in 1 quarter.
  • Wolf Group Capital Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $1.3M in Q2 2015.
  • 120 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2015.

Based on Wolf Group Capital Advisors's 13F filing for Q3 2015, filed 6 Nov 2015.