CFO4Life’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

CFO4Life’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
2016 Q4	$754K	Buy	23,976 +105	+0.4%	+$3.2K	0.62%	24
2016 Q3	$723K	Sell	23,871 -3,549	-13%	-$108K	0.63%	25
2016 Q2	$818K	Buy	27,420 +156	+0.6%	+$4.53K	0.7%	21
2016 Q1	$783K	Sell	27,264 -65,043	-70%	-$1.72M	0.7%	22
2015 Q4	$2.48M	Buy	92,307 +53,898	+140%	+$1.47M	2.35%	5
2015 Q3	$994K	Sell	38,409 -155,163	-80%	-$4.2M	1.06%	22
2015 Q2	$5.33M	Buy	193,572 +9,795	+5%	+$278K	4.45%	4
2015 Q1	$5.27M	Buy	183,777 +79,575	+76%	+$2.25M	4.39%	4
2014 Q4	$2.91M	Buy	+104,202	New	+$2.82M	2.4%	7

Other funds holding DON

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFO4Life's DON Position: Q4 2016 in Review

CFO4Life increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.44% in Q4 2016, buying an estimated $3.2K and bringing the position to 23,976 shares worth $754K. The position accounts for 0.62% of the portfolio, ranked #24.

CFO4Life first reported a position in DON in Q4 2014 and has held it in 9 quarters since. The position peaked at $5.33M in Q2 2015. 198 funds tracked by Wall St. Rank hold DON as of Q4 2016.

CFO4Life held 23,976 shares of WisdomTree US MidCap Dividend Fund worth $754K as of Q4 2016.
CFO4Life bought 105 WisdomTree US MidCap Dividend Fund shares in Q4 2016, an estimated $3.2K.
WisdomTree US MidCap Dividend Fund made up 0.62% of CFO4Life's portfolio in Q4 2016, its #24 holding.
CFO4Life first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2014 and has held it in 9 quarters since.
CFO4Life's WisdomTree US MidCap Dividend Fund position peaked at $5.33M in Q2 2015.
198 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.