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Advocacy Wealth Management Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		$4K Hold
171
– – 0.01% 255
2013
Q2 		$4K Buy
+171
New +$3.76K 0.02% 218

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Advocacy Wealth Management Services's DON Position: Q3 2013 in Review

Advocacy Wealth Management Services held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2013 at 171 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #255.

Advocacy Wealth Management Services first reported a position in DON in Q2 2013 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold DON as of Q3 2013.

  • Advocacy Wealth Management Services held 171 shares of WisdomTree US MidCap Dividend Fund worth $4K as of Q3 2013.
  • Advocacy Wealth Management Services left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2013.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #255 holding.
  • Advocacy Wealth Management Services first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.