FIRST AMERICAN TRUST, FSB DLN Holdings History
FIRST AMERICAN TRUST, FSB's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2025-03-31, FIRST AMERICAN TRUST, FSB held 124,372.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $9.87 Mil. This investment constitutes 0.91% of their stock portfolio, and FIRST AMERICAN TRUST, FSB now holds 0.21% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2024Q4. And since then FIRST AMERICAN TRUST, FSB has made 2 purchases of DLN, at an average price of $79.76, for a total of 124,372.00 shares. Based on historical transaction data and DLN's current price of $80.86, FIRST AMERICAN TRUST, FSB's estimated gain on his DLN holdings is $136,594.22, reflecting a 1.38% gain to date.
FIRST AMERICAN TRUST, FSB DLN ($80.86) Holding Chart
FIRST AMERICAN TRUST, FSB DLN ($80.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
