Certified Advisory Corp’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-171	Closed	-$7K	–	336
2021 Q1	$7K	Buy	+171	New	+$6.5K	﹤0.01%	636
2020 Q2	$3.5M	Sell	123,544 -129,362	-51%	-$3.49M	1.16%	17
2020 Q1	$6.11M	Buy	252,906 +5,218	+2%	+$176K	2.42%	7
2019 Q4	$9.42M	Buy	247,688 +2,438	+1%	+$90.2K	3.01%	6
2019 Q3	$8.9M	Buy	245,250 +10,475	+4%	+$374K	3.09%	5
2019 Q2	$8.5M	Buy	234,775 +10,927	+5%	+$392K	3.16%	5
2019 Q1	$8.01M	Buy	223,848 +13,036	+6%	+$455K	3.37%	5
2018 Q4	$6.67M	Sell	210,812 -227	-0.1%	-$7.79K	3.46%	4
2018 Q3	$7.78M	Buy	211,039 +158,078	+298%	+$5.82M	3.6%	4
2018 Q2	$1.9M	Buy	52,961 +2,195	+4%	+$77K	1.05%	20
2018 Q1	$1.73M	Sell	50,766 -3	-0%	-$105	1.03%	23
2017 Q4	$1.79M	Buy	+50,769	New	+$1.74M	1.29%	17

Other funds holding DON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

Financial Insights Tacoma, Washington $309M AUM 17.27% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Certified Advisory Corp's DON Position: Q2 2021 in Review

Certified Advisory Corp sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2021, closing a stake of 171 shares — an estimated $7K sold.

Certified Advisory Corp first reported a position in DON in Q4 2017 and held it in 12 quarters. The position peaked at $9.42M in Q4 2019. 312 funds tracked by Wall St. Rank hold DON as of Q2 2021.

Certified Advisory Corp reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 171 WisdomTree US MidCap Dividend Fund shares in Q2 2021, an estimated $7K.
Certified Advisory Corp first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's WisdomTree US MidCap Dividend Fund position peaked at $9.42M in Q4 2019.
312 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.