Atherton Lane Advisers’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$832K	Sell	30,990 -165	-0.5%	-$4.49K	0.05%	113
2015 Q3	$806K	Hold	31,155	–	–	0.05%	115
2015 Q2	$858K	Sell	31,155 -1,395	-4%	-$39.6K	0.05%	118
2015 Q1	$934K	Sell	32,550 -15	-0%	-$425	0.05%	126
2014 Q4	$909K	Sell	32,565 -450	-1%	-$12.2K	0.05%	132
2014 Q3	$861K	Buy	33,015 +3,705	+13%	+$99.6K	0.05%	136
2014 Q2	$798K	Buy	+29,310	New	+$767K	0.04%	141

Other funds holding DON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atherton Lane Advisers's DON Position: Q4 2015 in Review

Atherton Lane Advisers reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.53% in Q4 2015, selling an estimated $4.49K and leaving 30,990 shares worth $832K. The position accounts for 0.05% of the portfolio, ranked #113.

Atherton Lane Advisers first reported a position in DON in Q2 2014 and has held it in 7 quarters since. The position peaked at $934K in Q1 2015. 153 funds tracked by Wall St. Rank hold DON as of Q4 2015.

Atherton Lane Advisers held 30,990 shares of WisdomTree US MidCap Dividend Fund worth $832K as of Q4 2015.
Atherton Lane Advisers sold 165 WisdomTree US MidCap Dividend Fund shares in Q4 2015, an estimated $4.49K.
WisdomTree US MidCap Dividend Fund made up 0.05% of Atherton Lane Advisers's portfolio in Q4 2015, its #113 holding.
Atherton Lane Advisers first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's WisdomTree US MidCap Dividend Fund position peaked at $934K in Q1 2015.
153 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.