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Bank Hapoalim BM’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bank Hapoalim BM’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
-8,090
Closed -$308K – 161
2019
Q4 		$308K Sell
8,090
-1,035
-11% -$38.3K 0.07% 140
2019
Q3 		$330K Sell
9,125
-190
-2% -$6.79K 0.08% 129
2019
Q2 		$337K Sell
9,315
-600
-6% -$21.5K 0.08% 131
2019
Q1 		$355K Sell
9,915
-80
-0.8% -$2.79K 0.09% 124
2018
Q4 		$316K Sell
9,995
-860
-8% -$29.5K 0.1% 123
2018
Q3 		$400K Sell
10,855
-630
-5% -$23.2K 0.1% 138
2018
Q2 		$411K Sell
11,485
-615
-5% -$21.6K 0.11% 132
2018
Q1 		$413K Sell
12,100
-480
-4% -$16.8K 0.11% 131
2017
Q4 		$444 Buy
12,580
+445
+4% +$15.2K 0.1% 138
2017
Q3 		$404K Sell
12,135
-1,620
-12% -$52.8K 0.09% 156
2017
Q2 		$448K Buy
13,755
+555
+4% +$18K 0.11% 135
2017
Q1 		$429K Buy
13,200
+2,430
+23% +$78.4K 0.1% 135
2016
Q4 		$339K Buy
10,770
+2,445
+29% +$74.6K 0.09% 136
2016
Q3 		$252K Sell
8,325
-840
-9% -$25.5K 0.06% 165
2016
Q2 		$273K Buy
+9,165
New +$266K 0.06% 150
2016
Q1 		– Sell
-7,590
Closed -$204K – 169
2015
Q4 		$204K Sell
7,590
-180
-2% -$4.9K 0.05% 159
2015
Q3 		$201K Sell
7,770
-5,085
-40% -$138K 0.05% 149
2015
Q2 		$354K Sell
12,855
-7,200
-36% -$205K 0.07% 140
2015
Q1 		$575K Buy
20,055
+7,860
+64% +$223K 0.11% 113
2014
Q4 		$340K Buy
+12,195
New +$330K 0.07% 125

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

Bank Hapoalim BM's DON Position: Q1 2020 in Review

Bank Hapoalim BM sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 8,090 shares — an estimated $308K sold.

Bank Hapoalim BM first reported a position in DON in Q4 2014 and held it in 20 quarters. The position peaked at $575K in Q1 2015. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

  • Bank Hapoalim BM reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Bank Hapoalim BM sold 8,090 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $308K.
  • Bank Hapoalim BM first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2014 and held it in 20 quarters.
  • Bank Hapoalim BM's WisdomTree US MidCap Dividend Fund position peaked at $575K in Q1 2015.
  • 306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on Bank Hapoalim BM's 13F filing for Q1 2020, filed 6 May 2020.