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Asset Planning Services (Pennsylvania)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q3 		– Sell
-47
Closed -$2K – 268
2018
Q2 		$2K Buy
+47
New +$1.65K ﹤0.01% 244
2018
Q1 		– Sell
-46
Closed -$2K – 275
2017
Q4 		$2K Buy
+46
New +$1.57K ﹤0.01% 255

Other funds holding DON

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s DON Position: Q3 2018 in Review

Asset Planning Services (Pennsylvania) sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2018, closing a stake of 47 shares — an estimated $2K sold.

Asset Planning Services (Pennsylvania) first reported a position in DON in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 270 funds tracked by Wall St. Rank hold DON as of Q3 2018.

  • Asset Planning Services (Pennsylvania) reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 47 WisdomTree US MidCap Dividend Fund shares in Q3 2018, an estimated $2K.
  • Asset Planning Services (Pennsylvania) first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s WisdomTree US MidCap Dividend Fund position peaked at $2K in Q2 2018.
  • 270 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2018, filed 9 Nov 2018.