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Condor Capital Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Condor Capital Management’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
2013
Q3 		– Sell
-38,121
Closed -$833K – 163
2013
Q2 		$833K Buy
+38,121
New +$839K 0.31% 94

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Condor Capital Management's DON Position: Q3 2013 in Review

Condor Capital Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2013, closing a stake of 38,121 shares — an estimated $833K sold.

Condor Capital Management first reported a position in DON in Q2 2013 and held it in 1 quarter. The position peaked at $833K in Q2 2013. 81 funds tracked by Wall St. Rank hold DON as of Q3 2013.

  • Condor Capital Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • Condor Capital Management sold 38,121 WisdomTree US MidCap Dividend Fund shares in Q3 2013, an estimated $833K.
  • Condor Capital Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and held it in 1 quarter.
  • Condor Capital Management's WisdomTree US MidCap Dividend Fund position peaked at $833K in Q2 2013.
  • 81 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2013.

Based on Condor Capital Management's 13F filing for Q3 2013, filed 15 Oct 2013.