BAC
DON icon

Boys Arnold & Co’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Boys Arnold & Co’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
-5,553
Closed -$211K – 250
2019
Q4 		$211K Hold
5,553
– – 0.03% 261
2019
Q3 		$201K Buy
+5,553
New +$198K 0.03% 265

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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 $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Boys Arnold & Co's DON Position: Q1 2020 in Review

Boys Arnold & Co sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 5,553 shares — an estimated $211K sold.

Boys Arnold & Co first reported a position in DON in Q3 2019 and held it in 2 quarters. The position peaked at $211K in Q4 2019. 305 funds tracked by Wall St. Rank hold DON as of Q1 2020.

  • Boys Arnold & Co reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 5,553 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $211K.
  • Boys Arnold & Co first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2019 and held it in 2 quarters.
  • Boys Arnold & Co's WisdomTree US MidCap Dividend Fund position peaked at $211K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on Boys Arnold & Co's 13F filing for Q1 2020, filed 24 Apr 2020.