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BlackRock Investment Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

BlackRock Investment Management’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
2015
Q4 		– Sell
-930
Closed -$24K – 4109
2015
Q3 		$24K Buy
+930
New +$25.2K ﹤0.01% 3385

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock Investment Management's DON Position: Q4 2015 in Review

BlackRock Investment Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2015, closing a stake of 930 shares — an estimated $24K sold.

BlackRock Investment Management first reported a position in DON in Q3 2015 and held it in 1 quarter. The position peaked at $24K in Q3 2015. 153 funds tracked by Wall St. Rank hold DON as of Q4 2015.

  • BlackRock Investment Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
  • BlackRock Investment Management sold 930 WisdomTree US MidCap Dividend Fund shares in Q4 2015, an estimated $24K.
  • BlackRock Investment Management first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2015 and held it in 1 quarter.
  • BlackRock Investment Management's WisdomTree US MidCap Dividend Fund position peaked at $24K in Q3 2015.
  • 153 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2015.

Based on BlackRock Investment Management's 13F filing for Q4 2015, filed 11 Feb 2016.