Ausdal Financial Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Ausdal Financial 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
2018 Q4	–	Sell	-16,061	Closed	-$592K	–	278
2018 Q3	$592K	Buy	16,061 +606	+4%	+$22.3K	0.17%	165
2018 Q2	$553K	Hold	15,455	–	–	0.17%	176
2018 Q1	$527K	Buy	15,455 +1,271	+9%	+$44.4K	0.18%	168
2017 Q4	$500K	Sell	14,184 -465	-3%	-$15.9K	0.18%	171
2017 Q3	$488K	Sell	14,649 -186	-1%	-$6.07K	0.19%	151
2017 Q2	$483K	Buy	14,835 +633	+4%	+$20.5K	0.21%	139
2017 Q1	$462K	Buy	+14,202	New	+$458K	0.21%	122
2016 Q1	–	Sell	-918	Closed	-$25K	–	406
2015 Q4	$25K	Buy	+918	New	+$25K	0.01%	660

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

SWM

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

PFM

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

Ausdal Financial Partners's DON Position: Q4 2018 in Review

Ausdal Financial Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2018, closing a stake of 16,061 shares — an estimated $592K sold.

Ausdal Financial Partners first reported a position in DON in Q4 2015 and held it in 8 quarters. The position peaked at $592K in Q3 2018. 292 funds tracked by Wall St. Rank hold DON as of Q4 2018.

Ausdal Financial Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Ausdal Financial Partners sold 16,061 WisdomTree US MidCap Dividend Fund shares in Q4 2018, an estimated $592K.
Ausdal Financial Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2015 and held it in 8 quarters.
Ausdal Financial Partners's WisdomTree US MidCap Dividend Fund position peaked at $592K in Q3 2018.
292 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.