FPB
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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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return