Associated Banc-Corp’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Associated Banc-Corp’s Portfolio DLS Stock Details DLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-590	Closed	-$40K	–	453
2020 Q4	$40K	Hold	590	–	–	﹤0.01%	405
2020 Q3	$35K	Hold	590	–	–	﹤0.01%	379
2020 Q2	$33K	Hold	590	–	–	﹤0.01%	380
2020 Q1	$28K	Buy	+590	New	+$36.8K	﹤0.01%	369

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Bank of America

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

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

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

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return