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

ARS Investment 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
2014
Q1 		– Sell
-20,361
Closed -$506K – 80
2013
Q4 		$506K Sell
20,361
-40,881
-67% -$986K 0.09% 70
2013
Q3 		$1.42M Buy
61,242
+37,992
+163% +$871K 0.24% 55
2013
Q2 		$508K Buy
+23,250
New +$512K 0.09% 68

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

ARS Investment Partners's DON Position: Q1 2014 in Review

ARS Investment Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2014, closing a stake of 20,361 shares — an estimated $506K sold.

ARS Investment Partners first reported a position in DON in Q2 2013 and held it in 3 quarters. The position peaked at $1.42M in Q3 2013. 104 funds tracked by Wall St. Rank hold DON as of Q1 2014.

  • ARS Investment Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • ARS Investment Partners sold 20,361 WisdomTree US MidCap Dividend Fund shares in Q1 2014, an estimated $506K.
  • ARS Investment Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and held it in 3 quarters.
  • ARS Investment Partners's WisdomTree US MidCap Dividend Fund position peaked at $1.42M in Q3 2013.
  • 104 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2014.

Based on ARS Investment Partners's 13F filing for Q1 2014, filed 13 May 2014.