Advantage Investment Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Advantage Investment Management’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
2019 Q3	$8K	Hold	225	–	–	0.01%	683
2019 Q2	$8K	Hold	225	–	–	0.01%	690
2019 Q1	$8K	Hold	225	–	–	0.01%	680
2018 Q4	$7K	Sell	225 -225	-50%	-$7.72K	0.01%	721
2018 Q3	$17K	Hold	450	–	–	0.01%	612
2018 Q2	$16K	Sell	450 -600	-57%	-$21.1K	0.01%	580
2018 Q1	$36K	Hold	1,050	–	–	0.01%	439
2017 Q4	$37K	Hold	1,050	–	–	0.01%	454
2017 Q3	$35K	Hold	1,050	–	–	0.01%	455
2017 Q2	$34K	Hold	1,050	–	–	0.01%	467
2017 Q1	$34K	Hold	1,050	–	–	0.01%	443
2016 Q4	$33K	Hold	1,050	–	–	0.01%	413
2016 Q3	$32K	Hold	1,050	–	–	0.01%	418
2016 Q2	$31K	Hold	1,050	–	–	0.01%	411
2016 Q1	$30K	Hold	1,050	–	–	0.01%	400
2015 Q4	$28K	Hold	1,050	–	–	0.01%	415
2015 Q3	$27K	Hold	1,050	–	–	0.02%	397
2015 Q2	$29K	Buy	+1,050	New	+$29.8K	0.01%	415

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Advantage Investment Management's DON Position: Q3 2019 in Review

Advantage Investment Management held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2019 at 225 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #683.

Advantage Investment Management first reported a position in DON in Q2 2015 and has held it in 18 quarters since. The position peaked at $37K in Q4 2017. 310 funds tracked by Wall St. Rank hold DON as of Q3 2019.

Advantage Investment Management held 225 shares of WisdomTree US MidCap Dividend Fund worth $8K as of Q3 2019.
Advantage Investment Management left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2019.
WisdomTree US MidCap Dividend Fund made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #683 holding.
Advantage Investment Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2015 and has held it in 18 quarters since.
Advantage Investment Management's WisdomTree US MidCap Dividend Fund position peaked at $37K in Q4 2017.
310 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.