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

Arlington 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
2021
Q1 		– Sell
-276
Closed -$10K – 398
2020
Q4 		$10K Buy
+276
New +$8.97K ﹤0.01% 186

Other funds holding DON

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Arlington Partners's DON Position: Q1 2021 in Review

Arlington Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2021, closing a stake of 276 shares — an estimated $10K sold.

Arlington Partners first reported a position in DON in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 308 funds tracked by Wall St. Rank hold DON as of Q1 2021.

  • Arlington Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Arlington Partners sold 276 WisdomTree US MidCap Dividend Fund shares in Q1 2021, an estimated $10K.
  • Arlington Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Arlington Partners's WisdomTree US MidCap Dividend Fund position peaked at $10K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2021.

Based on Arlington Partners's 13F filing for Q1 2021, filed 19 Apr 2021.