Community Bank’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Community Bank’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
2020 Q1	–	Sell	-1,670	Closed	-$88K	–	418
2019 Q4	$88K	Hold	1,670	–	–	0.02%	254
2019 Q3	$83K	Hold	1,670	–	–	0.02%	240
2019 Q2	$81K	Hold	1,670	–	–	0.02%	245
2019 Q1	$79K	Hold	1,670	–	–	0.02%	241
2018 Q4	$71K	Hold	1,670	–	–	0.02%	244
2018 Q3	$80K	Hold	1,670	–	–	0.02%	249
2018 Q2	$75K	Hold	1,670	–	–	0.01%	249
2018 Q1	$74K	Hold	1,670	–	–	0.01%	252
2017 Q4	$77K	Buy	+1,670	New	+$74.8K	0.01%	352

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

EWM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Community Bank's DLN Position: Q1 2020 in Review

Community Bank sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2020, closing a stake of 1,670 shares — an estimated $88K sold.

Community Bank first reported a position in DLN in Q4 2017 and held it in 9 quarters. The position peaked at $88K in Q4 2019. 227 funds tracked by Wall St. Rank hold DLN as of Q1 2020.

Community Bank reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Community Bank sold 1,670 WisdomTree US LargeCap Dividend Fund shares in Q1 2020, an estimated $88K.
Community Bank first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 9 quarters.
Community Bank's WisdomTree US LargeCap Dividend Fund position peaked at $88K in Q4 2019.
227 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2020.

Based on Community Bank's 13F filing for Q1 2020, filed 30 Apr 2020.