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

Ballew 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
2018
Q2 		– Sell
-1,080
Closed -$37K – 313
2018
Q1 		$37K Buy
+1,080
New +$37.7K 0.03% 182

Other funds holding DON

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Ballew Advisors's DON Position: Q2 2018 in Review

Ballew Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2018, closing a stake of 1,080 shares — an estimated $37K sold.

Ballew Advisors first reported a position in DON in Q1 2018 and held it in 1 quarter. The position peaked at $37K in Q1 2018. 264 funds tracked by Wall St. Rank hold DON as of Q2 2018.

  • Ballew Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Ballew Advisors sold 1,080 WisdomTree US MidCap Dividend Fund shares in Q2 2018, an estimated $37K.
  • Ballew Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and held it in 1 quarter.
  • Ballew Advisors's WisdomTree US MidCap Dividend Fund position peaked at $37K in Q1 2018.
  • 264 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2018.

Based on Ballew Advisors's 13F filing for Q2 2018, filed 30 Jul 2018.