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

BDO Wealth 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 Q2	–	Sell	-2,121	Closed	-$51K	–	711
2020 Q1	$51K	Buy	2,121 +12	+0.6%	+$404	0.01%	331
2019 Q4	$80K	Buy	2,109 +12	+0.6%	+$444	0.02%	262
2019 Q3	$76K	Buy	2,097 +13	+0.6%	+$465	0.02%	273
2019 Q2	$75K	Sell	2,084 -2,028	-49%	-$72.8K	0.02%	268
2019 Q1	$147K	Sell	4,112 -615	-13%	-$21.5K	0.04%	193
2018 Q4	$150K	Sell	4,727 -1,743	-27%	-$59.8K	0.05%	173
2018 Q3	$239K	Buy	6,470 +48	+0.7%	+$1.77K	0.08%	143
2018 Q2	$230K	Sell	6,422 -41	-0.6%	-$1.44K	0.08%	141
2018 Q1	$221K	Buy	+6,463	New	+$226K	0.08%	119
2017 Q3	–	Sell	-6,444	Closed	-$210K	–	466
2017 Q2	$210K	Buy	+6,444	New	+$209K	0.09%	126

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 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

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

BDO Wealth Advisors's DON Position: Q2 2020 in Review

BDO Wealth Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2020, closing a stake of 2,121 shares — an estimated $51K sold.

BDO Wealth Advisors first reported a position in DON in Q2 2017 and held it in 10 quarters. The position peaked at $239K in Q3 2018. 285 funds tracked by Wall St. Rank hold DON as of Q2 2020.

BDO Wealth Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
BDO Wealth Advisors sold 2,121 WisdomTree US MidCap Dividend Fund shares in Q2 2020, an estimated $51K.
BDO Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2017 and held it in 10 quarters.
BDO Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $239K in Q3 2018.
285 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.