Bingham Osborn & Scarborough’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bingham Osborn & Scarborough’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
2019 Q2	–	Sell	-6,093	Closed	-$218K	–	148
2019 Q1	$218K	Buy	+6,093	New	+$213K	0.02%	133
2018 Q4	–	Sell	-6,093	Closed	-$225K	–	138
2018 Q3	$225K	Hold	6,093	–	–	0.02%	133
2018 Q2	$218K	Hold	6,093	–	–	0.02%	132
2018 Q1	$208K	Hold	6,093	–	–	0.02%	137
2017 Q4	$215K	Buy	+6,093	New	+$208K	0.02%	121

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Bingham Osborn & Scarborough's DON Position: Q2 2019 in Review

Bingham Osborn & Scarborough sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2019, closing a stake of 6,093 shares — an estimated $218K sold.

Bingham Osborn & Scarborough first reported a position in DON in Q4 2017 and held it in 5 quarters. The position peaked at $225K in Q3 2018. 301 funds tracked by Wall St. Rank hold DON as of Q2 2019.

Bingham Osborn & Scarborough reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
Bingham Osborn & Scarborough sold 6,093 WisdomTree US MidCap Dividend Fund shares in Q2 2019, an estimated $218K.
Bingham Osborn & Scarborough first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 5 quarters.
Bingham Osborn & Scarborough's WisdomTree US MidCap Dividend Fund position peaked at $225K in Q3 2018.
301 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2019.

Based on Bingham Osborn & Scarborough's 13F filing for Q2 2019, filed 2 Aug 2019.