Woodmont Investment Counsel’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Woodmont Investment Counsel’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 Q4	–	Sell	-476	Closed	-$18K	–	293
2016 Q3	$18K	Buy	+476	New	+$18.4K	0.01%	377
2016 Q2	–	Sell	-476	Closed	-$17K	–	248
2016 Q1	$17K	Hold	476	–	–	0.01%	354
2015 Q4	$17K	Hold	476	–	–	0.01%	364
2015 Q3	$16K	Hold	476	–	–	﹤0.01%	371
2015 Q2	$17K	Buy	+476	New	+$17.7K	﹤0.01%	366

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WSTAM

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

EWM

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

RJA

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

Woodmont Investment Counsel's DLN Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2016, closing a stake of 476 shares — an estimated $18K sold.

Woodmont Investment Counsel first reported a position in DLN in Q2 2015 and held it in 5 quarters. The position peaked at $18K in Q3 2016. 152 funds tracked by Wall St. Rank hold DLN as of Q4 2016.

Woodmont Investment Counsel reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 476 WisdomTree US LargeCap Dividend Fund shares in Q4 2016, an estimated $18K.
Woodmont Investment Counsel first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's WisdomTree US LargeCap Dividend Fund position peaked at $18K in Q3 2016.
152 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.