Brown Brothers Harriman & Co’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Brown Brothers Harriman & 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
2019 Q1	–	Sell	-1,260	Closed	-$40K	–	1023
2018 Q4	$40K	Hold	1,260	–	–	﹤0.01%	537
2018 Q3	$46K	Hold	1,260	–	–	﹤0.01%	523
2018 Q2	$45K	Hold	1,260	–	–	﹤0.01%	510
2018 Q1	$43K	Hold	1,260	–	–	﹤0.01%	492
2017 Q4	$44K	Hold	1,260	–	–	﹤0.01%	528
2017 Q3	$42K	Hold	1,260	–	–	﹤0.01%	497
2017 Q2	$41K	Hold	1,260	–	–	﹤0.01%	503
2017 Q1	$41K	Buy	+1,260	New	+$40.6K	﹤0.01%	511

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Brown Brothers Harriman & Co's DON Position: Q1 2019 in Review

Brown Brothers Harriman & Co sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2019, closing a stake of 1,260 shares — an estimated $40K sold.

Brown Brothers Harriman & Co first reported a position in DON in Q1 2017 and held it in 8 quarters. The position peaked at $46K in Q3 2018. 306 funds tracked by Wall St. Rank hold DON as of Q1 2019.

Brown Brothers Harriman & Co reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Brown Brothers Harriman & Co sold 1,260 WisdomTree US MidCap Dividend Fund shares in Q1 2019, an estimated $40K.
Brown Brothers Harriman & Co first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2017 and held it in 8 quarters.
Brown Brothers Harriman & Co's WisdomTree US MidCap Dividend Fund position peaked at $46K in Q3 2018.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2019.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2019, filed 15 May 2019.