Bernardo Wealth Planning’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bernardo Wealth Planning’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	-7,002	Closed	-$266K	–	140
2019 Q4	$266K	Buy	7,002 +17	+0.2%	+$629	0.16%	131
2019 Q3	$253K	Sell	6,985 -943	-12%	-$33.7K	0.18%	127
2019 Q2	$287K	Sell	7,928 -36	-0.5%	-$1.29K	0.22%	112
2019 Q1	$285K	Buy	7,964 +551	+7%	+$19.2K	0.23%	112
2018 Q4	$234K	Buy	+7,413	New	+$254K	0.21%	114

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bernardo Wealth Planning's DON Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 7,002 shares — an estimated $266K sold.

Bernardo Wealth Planning first reported a position in DON in Q4 2018 and held it in 5 quarters. The position peaked at $287K in Q2 2019. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

Bernardo Wealth Planning reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Bernardo Wealth Planning sold 7,002 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $266K.
Bernardo Wealth Planning first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and held it in 5 quarters.
Bernardo Wealth Planning's WisdomTree US MidCap Dividend Fund position peaked at $287K in Q2 2019.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.