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Associated Banc-Corp’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Associated Banc-Corp’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
2020
Q1 		– Sell
-6,808
Closed -$259K – 913
2019
Q4 		$259K Buy
+6,808
New +$252K 0.01% 275

Other funds holding DON

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

Associated Banc-Corp's DON Position: Q1 2020 in Review

Associated Banc-Corp sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 6,808 shares — an estimated $259K sold.

Associated Banc-Corp first reported a position in DON in Q4 2019 and held it in 1 quarter. The position peaked at $259K in Q4 2019. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

  • Associated Banc-Corp reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Associated Banc-Corp sold 6,808 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $259K.
  • Associated Banc-Corp first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Associated Banc-Corp's WisdomTree US MidCap Dividend Fund position peaked at $259K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on Associated Banc-Corp's 13F filing for Q1 2020, filed 14 May 2020.