Alaska Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Alaska Wealth Advisors’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 Q4	–	Sell	-7,950	Closed	-$289K	–	71
2019 Q3	$289K	Buy	7,950 +35	+0.4%	+$1.25K	0.03%	29
2019 Q2	$283K	Hold	7,915	–	–	0.03%	58
2019 Q1	$283K	Buy	+7,915	New	+$276K	0.03%	58

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

JFA

Johanson Financial Advisors Campbell, California $326M AUM 23.67% 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

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

Alaska Wealth Advisors's DON Position: Q4 2019 in Review

Alaska Wealth Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2019, closing a stake of 7,950 shares — an estimated $289K sold.

Alaska Wealth Advisors first reported a position in DON in Q1 2019 and held it in 3 quarters. The position peaked at $289K in Q3 2019. 351 funds tracked by Wall St. Rank hold DON as of Q4 2019.

Alaska Wealth Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
Alaska Wealth Advisors sold 7,950 WisdomTree US MidCap Dividend Fund shares in Q4 2019, an estimated $289K.
Alaska Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and held it in 3 quarters.
Alaska Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $289K in Q3 2019.
351 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2019.

Based on Alaska Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.