First PREMIER Bank’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

First PREMIER Bank’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
2020 Q4	–	Sell	-304	Closed	-$9K	–	323
2020 Q3	$9K	Hold	304	–	–	﹤0.01%	287
2020 Q2	$9K	Hold	304	–	–	﹤0.01%	273
2020 Q1	$7K	Hold	304	–	–	﹤0.01%	272
2019 Q4	$12K	Hold	304	–	–	0.01%	250
2019 Q3	$11K	Hold	304	–	–	0.01%	248
2019 Q2	$11K	Hold	304	–	–	0.01%	237
2019 Q1	$11K	Hold	304	–	–	0.01%	241
2018 Q4	$10K	Hold	304	–	–	0.01%	234
2018 Q3	$11K	Buy	+304	New	+$11.2K	0.01%	222

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

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

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

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

First PREMIER Bank sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2020, closing a stake of 304 shares — an estimated $9K sold.

First PREMIER Bank first reported a position in DON in Q3 2018 and held it in 9 quarters. The position peaked at $12K in Q4 2019. 308 funds tracked by Wall St. Rank hold DON as of Q4 2020.

First PREMIER Bank reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
First PREMIER Bank sold 304 WisdomTree US MidCap Dividend Fund shares in Q4 2020, an estimated $9K.
First PREMIER Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2018 and held it in 9 quarters.
First PREMIER Bank's WisdomTree US MidCap Dividend Fund position peaked at $12K in Q4 2019.
308 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2020.

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