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Braun-Bostich & Associates’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Braun-Bostich & Associates’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
2018
Q2 		– Sell
-1,449
Closed -$49K – 309
2018
Q1 		$49K Hold
1,449
– – 0.04% 176
2017
Q4 		$51K Buy
+1,449
New +$49.6K 0.04% 178

Other funds holding DON

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Braun-Bostich & Associates's DON Position: Q2 2018 in Review

Braun-Bostich & Associates sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2018, closing a stake of 1,449 shares — an estimated $49K sold.

Braun-Bostich & Associates first reported a position in DON in Q4 2017 and held it in 2 quarters. The position peaked at $51K in Q4 2017. 265 funds tracked by Wall St. Rank hold DON as of Q2 2018.

  • Braun-Bostich & Associates reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Braun-Bostich & Associates sold 1,449 WisdomTree US MidCap Dividend Fund shares in Q2 2018, an estimated $49K.
  • Braun-Bostich & Associates first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 2 quarters.
  • Braun-Bostich & Associates's WisdomTree US MidCap Dividend Fund position peaked at $51K in Q4 2017.
  • 265 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2018.

Based on Braun-Bostich & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.