First National Bank Sioux Falls’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

First National Bank Sioux Falls’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-126	Closed	-$4K	–	88
2016 Q3	$4K	Hold	126	–	–	0.01%	241
2016 Q2	$4K	Buy	+126	New	+$3.66K	0.01%	213

Other funds holding DON

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

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

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

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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

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

First National Bank Sioux Falls's DON Position: Q4 2016 in Review

First National Bank Sioux Falls sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2016, closing a stake of 126 shares — an estimated $4K sold.

First National Bank Sioux Falls first reported a position in DON in Q2 2016 and held it in 2 quarters. The position peaked at $4K in Q3 2016. 198 funds tracked by Wall St. Rank hold DON as of Q4 2016.

First National Bank Sioux Falls reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
First National Bank Sioux Falls sold 126 WisdomTree US MidCap Dividend Fund shares in Q4 2016, an estimated $4K.
First National Bank Sioux Falls first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2016 and held it in 2 quarters.
First National Bank Sioux Falls's WisdomTree US MidCap Dividend Fund position peaked at $4K in Q3 2016.
198 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2016.

Based on First National Bank Sioux Falls's 13F filing for Q4 2016, filed 13 Feb 2017.