ZB
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Zions Bancorporation’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Zions Bancorporation’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
-350
Closed -$17K – 957
2020
Q3 		$17K Buy
+350
New +$17K ﹤0.01% 569

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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

Zions Bancorporation's DLN Position: Q4 2020 in Review

Zions Bancorporation sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2020, closing a stake of 350 shares — an estimated $17K sold.

Zions Bancorporation first reported a position in DLN in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 240 funds tracked by Wall St. Rank hold DLN as of Q4 2020.

  • Zions Bancorporation reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Zions Bancorporation sold 350 WisdomTree US LargeCap Dividend Fund shares in Q4 2020, an estimated $17K.
  • Zions Bancorporation first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Zions Bancorporation's WisdomTree US LargeCap Dividend Fund position peaked at $17K in Q3 2020.
  • 240 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2020.

Based on Zions Bancorporation's 13F filing for Q4 2020, filed 12 Feb 2021.