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

First PREMIER 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 Q4	–	Sell	-202	Closed	-$10K	–	321
2020 Q3	$10K	Hold	202	–	–	﹤0.01%	281
2020 Q2	$9K	Hold	202	–	–	﹤0.01%	272
2020 Q1	$8K	Hold	202	–	–	﹤0.01%	262
2019 Q4	$11K	Hold	202	–	–	0.01%	257
2019 Q3	$10K	Hold	202	–	–	0.01%	254
2019 Q2	$10K	Hold	202	–	–	0.01%	243
2019 Q1	$10K	Hold	202	–	–	0.01%	242
2018 Q4	$9K	Hold	202	–	–	0.01%	241
2018 Q3	$10K	Buy	+202	New	+$9.47K	0.01%	224

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

EWM

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

RJFSA

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

First PREMIER Bank's DLN Position: Q4 2020 in Review

First PREMIER Bank sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2020, closing a stake of 202 shares — an estimated $10K sold.

First PREMIER Bank first reported a position in DLN in Q3 2018 and held it in 9 quarters. The position peaked at $11K in Q4 2019. 240 funds tracked by Wall St. Rank hold DLN as of Q4 2020.

First PREMIER Bank reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
First PREMIER Bank sold 202 WisdomTree US LargeCap Dividend Fund shares in Q4 2020, an estimated $10K.
First PREMIER Bank first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2018 and held it in 9 quarters.
First PREMIER Bank's WisdomTree US LargeCap Dividend Fund position peaked at $11K in Q4 2019.
240 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2020.

Based on First PREMIER Bank's 13F filing for Q4 2020, filed 12 Jan 2021.