American National Bank & Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

American National Bank & Trust’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
2024 Q1	–	Sell	-200	Closed	-$13.3K	–	500
2023 Q4	$13.3K	Hold	200	–	–	﹤0.01%	381
2023 Q3	$12.3K	Hold	200	–	–	﹤0.01%	393
2023 Q2	$12.7K	Hold	200	–	–	﹤0.01%	389
2023 Q1	$12.4K	Hold	200	–	–	﹤0.01%	382
2022 Q4	$12K	Hold	200	–	–	﹤0.01%	365
2022 Q3	$11K	Hold	200	–	–	﹤0.01%	354
2022 Q2	$12K	Buy	+200	New	+$12.6K	﹤0.01%	279

Other funds holding DLN

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

American National Bank & Trust's DLN Position: Q1 2024 in Review

American National Bank & Trust sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2024, closing a stake of 200 shares — an estimated $13.3K sold.

American National Bank & Trust first reported a position in DLN in Q2 2022 and held it in 7 quarters. The position peaked at $13.3K in Q4 2023. 371 funds tracked by Wall St. Rank hold DLN as of Q1 2024.

American National Bank & Trust reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
American National Bank & Trust sold 200 WisdomTree US LargeCap Dividend Fund shares in Q1 2024, an estimated $13.3K.
American National Bank & Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and held it in 7 quarters.
American National Bank & Trust's WisdomTree US LargeCap Dividend Fund position peaked at $13.3K in Q4 2023.
371 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2024.

Based on American National Bank & Trust's 13F filing for Q1 2024, filed 10 Apr 2024.