Advisor Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Advisor Partners’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
2018 Q4	–	Sell	-7,388	Closed	-$272K	–	623
2018 Q3	$272K	Buy	7,388 +1,448	+24%	+$53.3K	0.04%	488
2018 Q2	$213K	Sell	5,940 -952	-14%	-$33.4K	0.04%	527
2018 Q1	$235K	Buy	6,892 +132	+2%	+$4.61K	0.04%	474
2017 Q4	$245K	Buy	+6,760	New	+$231K	0.04%	466

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Advisor Partners's DON Position: Q4 2018 in Review

Advisor Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2018, closing a stake of 7,388 shares — an estimated $272K sold.

Advisor Partners first reported a position in DON in Q4 2017 and held it in 4 quarters. The position peaked at $272K in Q3 2018. 292 funds tracked by Wall St. Rank hold DON as of Q4 2018.

Advisor Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Advisor Partners sold 7,388 WisdomTree US MidCap Dividend Fund shares in Q4 2018, an estimated $272K.
Advisor Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 4 quarters.
Advisor Partners's WisdomTree US MidCap Dividend Fund position peaked at $272K in Q3 2018.
292 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2018.

Based on Advisor Partners's 13F filing for Q4 2018, filed 29 Jan 2019.