Atlas Capital Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Atlas Capital Advisors’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 Q3	–	Sell	-1,131	Closed	-$32.1K	–	373
2020 Q2	$32.1K	Hold	1,131	–	–	0.01%	511
2020 Q1	$27.3K	Hold	1,131	–	–	0.01%	489
2019 Q4	$43K	Hold	1,131	–	–	0.01%	479
2019 Q3	$41.1K	Hold	1,131	–	–	0.01%	476
2019 Q2	$40.9K	Buy	+1,131	New	+$40.6K	0.01%	492

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atlas Capital Advisors's DON Position: Q3 2020 in Review

Atlas Capital Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2020, closing a stake of 1,131 shares — an estimated $32.1K sold.

Atlas Capital Advisors first reported a position in DON in Q2 2019 and held it in 5 quarters. The position peaked at $43K in Q4 2019. 279 funds tracked by Wall St. Rank hold DON as of Q3 2020.

Atlas Capital Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Atlas Capital Advisors sold 1,131 WisdomTree US MidCap Dividend Fund shares in Q3 2020, an estimated $32.1K.
Atlas Capital Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2019 and held it in 5 quarters.
Atlas Capital Advisors's WisdomTree US MidCap Dividend Fund position peaked at $43K in Q4 2019.
279 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2020.

Based on Atlas Capital Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.