CB
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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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return