Accurate Investment Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Accurate Investment Solutions’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 Q1	–	Sell	-82	Closed	-$3K	–	442
2019 Q4	$3K	Buy	82 +1	+1%	+$37	﹤0.01%	364
2019 Q3	$3K	Hold	81	–	–	﹤0.01%	305
2019 Q2	$3K	Buy	81 +1	+1%	+$36	﹤0.01%	315
2019 Q1	$3K	Hold	80	–	–	﹤0.01%	297
2018 Q4	$3K	Buy	80 +1	+1%	+$34	﹤0.01%	264
2018 Q3	$3K	Hold	79	–	–	﹤0.01%	302
2018 Q2	$3K	Buy	79 +1	+1%	+$35	﹤0.01%	382
2018 Q1	$3K	Hold	78	–	–	﹤0.01%	369
2017 Q4	$3K	Hold	78	–	–	﹤0.01%	365
2017 Q3	$3K	Hold	78	–	–	﹤0.01%	365
2017 Q2	$3K	Hold	78	–	–	﹤0.01%	286
2017 Q1	$2K	Buy	78 +3	+4%	+$97	﹤0.01%	270
2016 Q4	$2K	Hold	75	–	–	﹤0.01%	267
2016 Q3	$2K	Hold	75	–	–	﹤0.01%	253
2016 Q2	$2K	Buy	+75	New	+$2.18K	﹤0.01%	250

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Accurate Investment Solutions's DON Position: Q1 2020 in Review

Accurate Investment Solutions sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 82 shares — an estimated $3K sold.

Accurate Investment Solutions first reported a position in DON in Q2 2016 and held it in 15 quarters. The position peaked at $3K in Q4 2019. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

Accurate Investment Solutions reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Accurate Investment Solutions sold 82 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $3K.
Accurate Investment Solutions first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2016 and held it in 15 quarters.
Accurate Investment Solutions's WisdomTree US MidCap Dividend Fund position peaked at $3K in Q4 2019.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on Accurate Investment Solutions's 13F filing for Q1 2020, filed 22 Apr 2020.